2024-08-14T16:31:46+00:00 2023-09-30 346565596 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BOULEVARD ATLANTA GA 30308 990 2022-10-01 593322533 South Lake Hospital Inc SOUT 3523944071 1900 DON WICKHAM DRIVE CLERMONT FL 347111979 BERNADETTE SPONG INTERIM CFO 3523944071 2024-08-14 true Aerrial M Orr P01598400 4048748300 2024-08-12 2022 2024-08-08 14:25:15Z BERNADETTE SPONG 1414 KUHL AVENUE ORLANDO FL 32806 406154196 false X WWW.SOUTHLAKEHOSPITAL.COM X 1995 FL TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES IN SOUTH LAKE COUNTY. 6 0 1891 1080 2112126 0 2567315 93807 348792886 390971891 8006675 2258459 1542105 2571429 360908981 395895586 0 36928 0 0 135703553 148716185 0 0 0 170651430 186287531 306354983 335040644 54553998 60854942 652834012 663420162 151859459 81418700 500974553 582001462 TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES IN SOUTH LAKE COUNTY. false false 332879217 0 391066303 SEE SCHEDULE O 332879217 true false false true false false false false true true false false true true true false true false false false false false false false false true true false true true false false false false false false false false false false false false false true false false false true 0 0 1891 true true true false false false false false false false false false false false X 6 0 true false false false true true true true true false false true true true true true true false false false X BERNADETTE SPONG 3218415078 1414 KUHL AVE ORLANDO FL 32806 Amit Varma MD Board Member, Vice Chairman 2.0 0 X X 0 0 0 Cary J Dtona Board Member Secretary/Treasurer 2.0 67.0 X X 0 693303 110176 Lance E Sewell Board Member, Chairman/President 55.0 0.0 X X 0 558284 110723 Bonnie J Onofre Board Member 55.0 0 X 276731 0 22325 Jeffrey Fitch MD Board Member 2.0 0 X 0 0 0 Mahmoud Fuad Bakeer MD Board Member 55.0 0 X 517958 0 64313 Leslie Flake Chief Financial Officer, OH 2.0 64.0 X 0 741212 78214 Bonnie Bennett Adm, Patient Care 55.0 0 X 187368 0 31988 Diane Bowen Jones Clin Assistant Nurse Manager 55.0 0 X 189281 0 35817 Jeanette M Bonstrom Dir, Pharmacy Services 55.0 0 X 197865 0 25312 Jennifer Grafton AVP, OH & CFO, SLH 55.0 0 X 268376 0 65063 Paul Mark Johns AVP, OH & COO, SLH 55.0 0 X 302915 0 34523 Bernadette Spong Former CFO (Term end 6/2022) 0.0 3.0 X 0 2255863 33795 John A Moore Former Board Member, Chairman (Term end 9/2020) 0.0 55.0 X 0 674925 126853 Lushantha Sajotha Gunasekera Former Board Member (Term End 12/2019) 0.0 55.0 X 0 1023323 45409 Mildred Denise Beam Former Board Member, Vice-Chair (Term End 12/2019) 0.0 57.0 X 0 825043 115456 1940494 6771953 899967 151 true true false AVI FOODSYSTEMS INC 2590 ELM RD NE WARREN OH 44483 FOOD SERVICES 2225941 MILLER AND MILLER INVESTIGATION AND SECURITY LLC 6909 OLD HWY 441 STE 112 MOUNT DORA FL 32757 SECURITY SERVICES 1604465 MEDICAL DEVELOPMENT OF FLORIDA LLC 639 N ALEXANDER ST MT DORA FL 32757 HEALTHCARE SERVICES 1328613 LIFEFLEET SOUTHEAST INC PO BOX 402079 ATLANTA GA 303842079 HEALTHCARE SERVICES 1231143 WELLWAY LLC PO BOX 1349 MT DORA FL 32756 CONSULTING SERVICES 1224647 52 1417 92390 93807 PROGRAM SERVICE REVENUE 622110 362339122 362333923 5199 ST OF FLA SPECIAL MEDICAID 622110 23342041 23342041 CAFETERIA SALES 622110 977492 977492 LATE FEES - PATIENT ACCOUNTS 622110 92692 92692 4220544 4220544 0 0 390971891 1718006 1718006 1574298 1183856 390442 0 390442 20352 370090 9588482 26725 8971552 103202 616930 -76477 540453 540453 NATIONAL TRAINING CENTER 713940 2086575 2086575 GUEST TRAYS REVENUE 622110 94337 94337 COMMUNITY EDUCATION 622110 75 75 0 0 0 0 2180987 395895586 391061104 2112126 2628549 36928 36928 0 0 847699 847699 114154481 113579614 574867 25579874 25324064 255810 8134131 8036566 97565 17886 17886 4868 4868 27680736 27674555 6181 0 30268 20637 9631 8788193 8715947 72246 264673 262818 1855 20108188 19973744 134444 86711 84523 2188 43708 20999 22709 4664439 4659406 5033 22977095 22977095 3386539 3386539 MEDICAL SUPPLIES 49978064 49978064 ASSESSMENTS 21339536 21339536 PROFESSIONAL FEES 3432549 3432549 AMBULANCE TRANSFERS 2616942 2616942 20867136 20801072 66064 0 335040644 332939484 2101160 0 28735266 4788487 0 0 50000000 35000000 47072539 58611235 0 0 0 0 714197 239443 3672541 4872361 141942 126105 482467120 204596282 223289269 277870838 175213557 197605297 0 0 50422472 38045943 73572229 46260453 652834012 663420162 22969325 21367702 0 0 337064 326643 0 0 0 0 0 0 41480225 36494976 0 87072845 23229379 151859459 81418700 X 450303931 546016347 50670622 35985115 0 0 0 0 0 0 500974553 582001462 652834012 663420162 X 60854942 20057007 -199532 314492 X false true X true true true X false true false false false false true 17886 false false 17886 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE DIRECTOR OF GOVERNMENT RELATIONS SPENDS APPROXIMATELY 10% OF THEIR TIME LOBBYING FOR THE ORGANIZATION. 51494413 351621 120057 107058 15055461 36803572 1710939 50005543 -196645 16279 9145 51494413 1580822 23716 124398 16299 1698 1710939 1596630 87750 31999 98242 37315 1580822 1630575 100183 22805 148930 8003 1596630 0.0 0.0 1.0 true false 16922066 16922066 223739382 94849914 128889468 15866701 6943203 8923498 130512040 102803165 27708875 95426931 95426931 277870838 DUE FROM AFFILIATES 41865163 RENT RECEIVABLE 2357044 THIRD PARTY SETTLEMENTS INTEREST IN SOLK FOUNDATION 1911591 SECURITY DEPOSITS 126655 46260453 PUBLIC ASSISTANCE LIABILITY 18193091 RAC RESERVE 4051635 OTHER LIABILITIES 631289 THIRD PARTY SETTLEMENTS 353364 DUE TO ORLANDO HEALTH (DEFEASANCE) DUE TO SOLK FOUNDATION 23229379 X Schedule D, Part V, Line 4 Intended uses of endowment funds CAPTAIN HOMER N. ALLEN FUND FOR NURSING SCHOLARSHIPS PROVIDES SUPPORT FOR SCHOLARSHIPS FOR RESIDENTS OF SOUTH LAKE COUNTY AND/OR EMPLOYEES OF SOUTH LAKE HOSPITAL WHO WISH TO FURTHER THEIR EDUCATION IN THE FIELD OF NURSING. OTHER RESTRICTED FUNDS ARE AVAILABLE FOR THE ACQUISITION OF FIXED ASSETS AND OTHER OPERATING USE. ORLANDO HEALTH FOUNDATION, INC. (AN AFFILIATE OF ORLANDO HEALTH, INC., A RELATED ORGANIZATION) HOLDS AND ADMINISTERS CERTAIN DONOR RESTRICTED FUNDS ON BEHALF OF SOUTH LAKE HOSPITAL. THE AMOUNT HELD WAS $699,607 AS OF SEPTEMBER 30, 2023. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FASB ASC TOPIC 740, INCOME TAXES, PRESCRIBES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC TOPIC 740 PROVIDES GUIDANCE AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2023 AND 2022. true true X true X 225 false true true true false true true 13862921 978492 12884429 0.0385 53100740 23002138 30098602 0.0899 1082855 457905 624950 0.0019 0 0 68046516 24438535 43607981 0.1302 2030835 0 2030835 0.0061 206167 36929 169238 0.0005 0 0 0 0.0 0 0 0 0.0 379575 0 379575 0.0011 0 0 2616577 36929 2579648 0.0077 0 0 70663093 24475464 46187629 0.1379 0 0 0 0.0 64759 0 64759 0.0002 2795 0 2795 0.0000 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 0 0 0 0.0 1401270 0 1401270 0.0042 0 0 0 0.0 0 0 1468824 0 1468824 0.0044 true 16183360 0 60567051 60720785 -153734 X true true 1 1 ORLANDO HEALTH SOUTH LAKE HOSPITAL 1900 DON WICKHAM DRIVE CLERMONT FL 34711 WWW.SOUTHLAKEHOSPITAL.COM 4180 X X X SURG CTR, REHAB, MRI, SNF, ONC ORLANDO HEALTH SOUTH LAKE HOSPITAL 1 false false true X X X X X X X X X X 22 true true true true X HTTP://WWW.SOUTHLAKEHOSPITAL.COM/ABOUT-US/COMMUNITY-OUTREACH X true 22 false true false true X 225.0 X X X X true true X X X true X SEE PART VI X SEE PART VI X SEE PART VI X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E THE 2022 CHNA IS A FOUR-COUNTY ASSESSMENT COVERING LAKE, ORANGE, OSCEOLA, AND SEMINOLE COUNTIES. SECONDARY AND PRIMARY DATA WERE COLLECTED AND ANALYZED, GENERATING COMMON THEMES FOR THE REGION, COUNTY, AND ZIP CODES. SECONDARY DATA ABOUT HEALTH INDICATORS, HEALTHCARE UTILIZATION AND INSURANCE COVERAGE WAS GATHERED FROM RESOURCES, INCLUDING THE U.S. CENSUS, FLORIDA COMMUNITY HEALTH ASSESSMENT RESOURCE TOOL SET (CHARTS), THE CENTERS FOR DISEASE CONTROL AND PREVENTION'S BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEMS (BRFSS) DATA, COUNTY HEALTH RANKINGS, THE AMERICAN COMMUNITY SURVEY AND HOSPITAL CLAIMS DATA. PRIMARY DATA SOURCES INCLUDED A COMMUNITY SURVEY (3,699 RESPONSES), ACCESS AUDIT INCLUDING 45 MYSTERY SHOPPER CALLS, IN-DEPTH INTERVIEWS WITH COMMUNITY STAKEHOLDERS (105), FOCUS GROUPS (30 GROUPS WITH 250 TOTAL PARTICIPANTS), EQUITY CHAMPIONS (10) PROVIDING DIVERSITY GROUP OUTREACH AND DIGITAL TREND ANALYSIS USED TO ILLUMINATE CHRONIC HEALTH, BEHAVIORAL HEALTH AND HEALTH INSIGHTS OVER A SELECTED PERIOD OF TIME. BASED ON THE DATA, APPROXIMATELY 50 GRANULAR, COMMUNITY-BASED, DATA-FOUNDED NEEDS WERE GENERATED. USING THE DATA, THE CENTRAL FLORIDA COLLABORATIVE THAT COMMENCED THE 2022 CHNA SELECTED THE PRIORITIES OR NEEDS FOR THE 2022 CHNA. THE COLLABORATIVE UTILIZED MODIFIED DELPHI METHOD, A MIXED MODALITY APPROACH THAT INCLUDED QUANTITATIVE, QUALITATIVE AND TECHNOLOGY-BASED TECHNIQUES, TO SELECT FOUR TOP NEEDS THAT INCLUDE 15 GRANULAR ISSUES BY ORGANIZATION AND COUNTY. THESE PRIORITIES WERE USED FOR EACH HOSPITAL'S IMPLEMENTATION STRATEGY PLAN. THE PRIORITIES FOR EACH COUNTY ARE OUTLINED IN THE COUNTY HEALTH EQUITY SUMMARIES INCLUDED IN THE CHNA. IN ADDITION TO THE PRIORITIES SELECTED BY THE COLLABORATIVE, COUNTY-SPECIFIC SUMMARIES AND HEALTH EQUITY PROFILES WERE PREPARED BY CRESCENDO. THESE SUMMARIES INCLUDE BASIC DEMOGRAPHIC INFORMATION FOR EACH COUNTY, AS WELL AS SOCIAL DETERMINANTS OF HEALTH SECTIONS THAT IDENTIFY HEALTH DISPARITIES EXPERIENCED BY DIFFERENT RACE AND ETHNICITIES FOR EACH COUNTY. Schedule H, Part V, Section B, Line 3 Facility , 1 Facility , 1 - SOUTH LAKE HOSPITAL, INC.. AS PART OF THE SECONDARY DATA COLLECTION, HOSPITAL HOT SPOTTING DATA WAS ALSO INCLUDED IN OUR CHNA. CRESCENDO CONTINUED TO EXPAND THE WORK COMPLETED IN THE 2022 CHNA BY INCLUDING LOCAL HOT SPOTTING AREAS FOR HOSPITALS AND FEDERALLY QUALIFIED HEALTH CENTERS. PATIENT DATA FROM HOSPITALS REPRESENTED IN THE CHNA ENABLED LOCATION ANALYSIS AND MAPPING OF LOCAL "HOT SPOTS" WITH HIGH NUMBERS OF UNINSURED VISITS OVER-UTILIZING THE HEALTHCARE SYSTEM. THE UNINSURED DATA WAS SPLIT INTO ADMITTING FACILITIES AND THEN FURTHER SEPARATED INTO INPATIENT AND EMERGENCY DEPARTMENT DISCHARGES. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - SOUTH LAKE HOSPITAL, INC.. FOR OUR 2022 COMMUNITY HEALTH NEEDS ASSESSMENT, WE CONTRACTED CRESCENDO CONSULTING GROUP (CRESCENDO). CRESCENDO CONSULTING GROUP IS AN INNOVATIVE, COMMUNITY RESEARCH AND STRATEGIC PLANNING FIRM PROVIDING SERVICES NATIONALLY. WITH 20 YEARS OF EXPERIENCE CONDUCTING NEEDS ASSESSMENTS, CRESCENDO HAS BECOME A PIONEER IN ITS FIELD - DEVELOPING AND DEPLOYING INNOVATIVE (AND IN SOME CASES COPYWRITTEN) TECHNIQUES TO ENGAGE DIFFICULT-TO-REACH OR HISTORICALLY UNDERREPRESENTED COMMUNITIES, EVALUATE NEEDS BY TRIANGULATING QUANTITATIVE AND QUALITATIVE DATA, BUILD CONSENSUS AROUND RESULTS BY USING A MODIFIED DELPHI TECHNIQUE (I.E., A VALIDATED PRIORITIZATION METHOD), AND OTHERS. THE COMPANY'S MISSION IS TO POSITIVELY CHANGE THE LIVES OF THE PEOPLE, ORGANIZATIONS, AND COMMUNITIES WE SERVE; EVERY ASPECT OF CRESCENDO'S PROJECTS EMBEDS UNMATCHED CLIENT ENGAGEMENT TO SUCCESSFULLY EMBRACE THIS MISSION AND BRING IMPACTFUL, MEASURABLE CHANGE TO INDIVIDUALS, FAMILIES, AND COMMUNITIES. CRESCENDO WORKED TO BUILD ON TOP OF THE PREVIOUS CHNA CONDUCTED IN 2019. DURING THE CHNA PROCESS, INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY WAS TAKEN INTO ACCOUNT. PRIMARY DATA INCLUDED SURVEYS DISTRIBUTED TO BOTH PROVIDERS AND CONSUMERS, IN-DEPTH INTERVIEWS WITH COMMUNITY STAKEHOLDERS AND COMMUNITY FOCUS GROUPS WITHIN THE CENTRAL FLORIDA COMMUNITY. ON BEHALF OF THE HOSPITAL, CRESCENDO WORKED WITH REPRESENTATIVES FROM ALL THE HOSPITALS, HEALTH DEPARTMENTS AND FEDERALLY QUALIFIED HEALTH CENTERS (FQHC) THAT PARTICIPATED IN THE ASSESSMENT TO ENSURE PERSONS WHO PROVIDED INPUT WERE REPRESENTATIVE OF THE COMMUNITY. BROAD POPULATIONS INCLUDING THE ELDERLY, MEDICAL UNDERSERVED, MINORITY GROUPS, AND LOW-INCOME POPULATIONS WERE REPRESENTED. THE CENTRAL FLORIDA COLLABORATIVE TOOK A UNIQUE APPROACH TOWARD RECOGNIZING THE NEED TO REDUCE AND ELIMINATE HEALTH DISPARITIES AND TO INCREASE DIVERSITY AT THE LEADERSHIP AND GOVERNANCE LEVELS OF HEALTHCARE AND OTHER LOCAL ORGANIZATIONS. TO DO THIS, A TEAM OF 10 EQUITY CHAMPIONS WAS DEVELOPED. THESE INDIVIDUALS REPRESENTED MULTIRACIAL AND OTHER MINORITY COMMUNITIES IN CENTRAL FLORIDA. THE EQUITY CHAMPIONS ASSISTED WITH REVIEWING RESEARCH INSTRUMENTS FOR CULTURAL APPROPRIATENESS, PARTICIPATED IN STAKEHOLDER INTERVIEWS, PARTICIPATED IN THE PRIORITIZATION PROCESS AND STRATEGY DEVELOPMENT DISCUSSIONS, AND PROVIDED GUIDANCE REGARDING THE MOST EFFECTIVE WAYS TO ENGAGE UNIQUE COMMUNITY MEMBERS. THE COMMUNITY SURVEY WAS DISTRIBUTED BOTH IN HARD COPY AND DIGITALLY THROUGH SURVEY MONKEY WITH A TOTAL OF 3,699 RESPONSES. A SUMMARY OF RESPONSES FROM THE COMMUNITY SURVEY CAN BE FOUND IN THE PRIMARY QUANTITATIVE COMMUNITY SURVEY SECTION OF THE CHNA. IN-DEPTH, ONE-TO-ONE INTERVIEWS WERE CONDUCTED WITH 105 COMMUNITY STAKEHOLDERS BETWEEN OCTOBER 29, 2021, AND JANUARY 31, 2022. THE SECTORS REPRESENTED ARE DEPARTMENT OF HEALTH, FOOD SECURITY, DEPARTMENT OF CHILDREN AND FAMILIES, HEALTHCARE, FEDERALLY QUALIFIED HEALTH CENTER, HOMELESSNESS, BEHAVIORAL HEALTH, SPECIALTY CARE, EDUCATION, AGING AND BUSINESS. DEMOGRAPHIC INFORMATION ABOUT EACH OF THE STAKEHOLDERS INTERVIEWED CAN BE FOUND IN THE PRIMARY QUALITATIVE RESEARCH SECTION OF THE CHNA. THIRTY FOCUS GROUPS TOOK PLACE WITH A TOTAL OF 250 PARTICIPANTS. MORE DETAILS REGARDING FOCUS GROUP PARTICIPANTS CAN BE FOUND IN THE QUALITATIVE RESEARCH SECTION OF THE CHNA. ACCESS AUDITS WERE INCLUDED IN THE PRIMARY DATA COLLECTION PROCESS. THIS PROCESS INVOLVED MAKING MULTIPLE CALLS TO REPRESENTATIVES OF LOCAL HEALTH SERVICE SITES IN THE FOUR-COUNTY AREA TO PROVIDE INSIGHT TO ACCESS GAPS, IMPROVEMENT STRATEGIES AND SERVICE VARIATIONS. IN TOTAL, 45 CALLS WERE CONDUCTED AND 32 RESULTED IN EITHER AN INTERVIEW OR COMPLETED SETS OF INFORMATION. A COMPLETE LIST OF ORGANIZATIONS INVOLVED CAN BE FOUND IN THE ACCESS AUDIT SECTION OF THE CHNA. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SOUTH LAKE HOSPITAL, INC.. ORLANDO HEALTH: ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER (ORLANDO HEALTH CANCER INSTITUTE), ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN, ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES, ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL, ORLANDO HEALTH - HEALTH CENTRAL HOSPITAL, ORLANDO HEALTH HORIZON WEST HOSPITAL, ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL, ORLANDO HEALTH SOUTH LAKE HOSPITAL AND ORLANDO HEALTH ST. CLOUD HOSPITAL. ADVENTHEALTH: ADVENTHEALTH ALTAMONTE SPRINGS, ADVENTHEALTH APOPKA, ADVENTHEALTH CELEBRATION, ADVENTHEALTH EAST ORLANDO, ADVENTHEALTH KISSIMMEE, ADVENTHEALTH ORLANDO, ADVENTHEALTH WATERMAN, ADVENTHEALTH WINTER GARDEN AND ADVENTHEALTH WINTER PARK. ASPIRE HEALTH PARTNERS: KENNEDY PLAZA, LAKESIDE PLACE APARTMENTS, PRINCETON PLAZA, RESIDENTIAL PLAZA Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SOUTH LAKE HOSPITAL, INC.. DEPARTMENT OF HEALTH: FLORIDA DEPARTMENT OF HEALTH IN LAKE COUNTY FLORIDA DEPARTMENT OF HEALTH IN ORANGE COUNTY FLORIDA DEPARTMENT OF HEALTH IN OSCEOLA COUNTY FLORIDA DEPARTMENT OF HEALTH IN SEMINOLE COUNTY FEDERALLY QUALIFIED HEALTH CENTERS: COMMUNITY HEALTH CENTERS, INC ORANGE BLOSSOM FAMILY HEALTH OSCEOLA COMMUNITY HEALTH SERVICES TRUE HEALTH Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SOUTH LAKE HOSPITAL, INC.. ORLANDO HEALTH SOUTH LAKE HOSPITAL HAS BEEN SERVING THE HEALTHCARE NEEDS OF LAKE COUNTY RESIDENTS FOR OVER 70 YEARS. DEDICATED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE, ORLANDO HEALTH SOUTH LAKE HOSPITAL CONSTANTLY WORKS TO IMPROVE HEALTH IN THE COMMUNITY AND INCREASE ACCESS TO CARE. FOLLOWING OUR PARTICIPATION IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) ORLANDO HEALTH SOUTH LAKE HOSPITAL TOOK INTO CONSIDERATION SEVERAL FACTORS IN SELECTING HEALTH NEEDS TO ADDRESS. FACTORS INCLUDED: INDIVIDUAL ORLANDO HEALTH SOUTH LAKE HOSPITAL DATA; COMMUNITY AND HOSPITAL ASSETS; ABILITY TO IMPACT AN ISSUE; CURRENT COMMUNITY BENEFIT EFFORTS; COMMUNITY PARTNERSHIPS; AND OPPORTUNITIES FOR COLLABORATION. BASED ON OUR PROCESS, WE SELECTED ACCESS TO CARE AS OUR PRIORITY HEALTH NEED FROM THE 2022 CHNA. WITH OUR FOCUS ON ACCESS TO CARE IN FISCAL YEAR 2023, ORLANDO HEALTH SOUTH LAKE HOSPITAL DEVELOPED NEW AND ENHANCED EXISTING COMMUNITY BENEFIT PROGRAMS IMPROVING ACCESS TO CARE. ORLANDO HEALTH SOUTH LAKE HOSPITAL PROVIDED OVER $17 MILLION IN COMMUNITY BENEFIT. IN SUPPORT OF OUR COMMUNITY BENEFIT EFFORTS, WE RECOGNIZE THE IMPORTANCE OF WORKING WITH COMMUNITY ORGANIZATIONS. IN 2023, WE SUPPORTED 20 GRANT PROPOSALS THROUGH THE ORLANDO HEALTH COMMUNITY GRANT PROGRAM, AND WE CONTINUED TO ACTIVELY COLLABORATE WITH LOCAL ORGANIZATIONS AND GROUPS TO MAKE A DIFFERENCE IN THE HEALTH AND QUALITY OF LIFE IN CENTRAL FLORIDA. IN 2023, ORLANDO HEALTH SUPPORTED OVER 380 COMMUNITY ORGANIZATIONS. ORLANDO HEALTH HAS PROVIDED 9,809 BOARD MEMBER, COMMITTEE MEMBER AND ADVISORY BOARD MEMBER HOURS. EXAMPLES FROM KEY INITIATIVES ARE INCLUDED TO ILLUSTRATE THE TYPES OF SUCCESSES THESE PROGRAMS YIELD. IN 2023, THE ORLANDO HEALTH COMMUNITY BENEFIT TEAM IDENTIFIED AN OPPORTUNITY TO SUPPORT THE EXPANSION OF THE MIDWIFE BUS WITH THE ADDITION OF A SECOND BUS. THE SECOND MIDWIFE BUS WILL PROVIDE PRE- AND POST-NATAL SERVICES TO UNINSURED OR UNDERINSURED VULNERABLE PREGNANT WOMEN IN LAKE COUNTY WITH A FOCUS ON OUTREACH TO VULNERABLE ETHNIC RESIDENTS. THE MIDWIFE BUS PARTNERS WITH ORLANDO HEALTH SOUTH LAKE HOSPITAL TO REFER PATIENTS FOR DELIVERY AND INFANT CARE. THIS PROGRAM AIMS TO SUPPORT AT LEAST 90 PREGNANT WOMEN LIVING IN LAKE COUNTY IN NEED OF MATERNAL SERVICES. WITH ORLANDO HEALTH'S SUPPORT, THE MIDWIFE BUS NOW PROVIDES SUPPORT IN ORANGE, OSCEOLA AND LAKE COUNTIES. ORLANDO HEALTH WILL CONTINUE TO WORK WITH PROGRAMS LIKE THE MIDWIFE BUS TO ADDRESS HEALTH DISPARITIES AND WORK TOWARDS MAKING MEANINGFUL CHANGE IN MATERNAL HEALTHCARE. IN FY 2023, ORLANDO HEALTH SOUTH LAKE HOSPITAL PARTNERED WITH FIND, FEED AND RESTORE TO PROVIDE HOUSING SUPPORT TO INDIVIDUALS EXPERIENCING HOMELESSNESS THROUGH THE COMMUNITY GRANT PROGRAM. THE GOAL OF THE HOUSING FIRST PROGRAM IS TO CREATE A STEPPING STONE APPROACH TO SUPPORT INDIVIDUALS WHO NEED HOUSING ASSISTANCE SO THAT THEY MAY WORK TOWARDS LONG-TERM SELF-SUFFICIENCY. THE PROGRAM PROVIDES HOUSING AT NO COST FOR 6 - 12 MONTHS WHILE THE INDIVIDUALS OR FAMILIES ARE RECEIVING CASE MANAGEMENT SERVICES, WHICH INCLUDE FINANCIAL LITERACY CLASSES, WORKFORCE DEVELOPMENT, AND MENTAL HEALTH COUNSELING. AFTER THE 6 - 12 MONTH PERIOD, THE CLIENT BEGINS TO PAY RENT, WITH THE ULTIMATE GOAL OF HAVING THE INDIVIDUAL EMPLOYED, HOUSED, AND GRADUATED FROM THE PROGRAM. DURING FY 2023, 16 FAMILIES, TOTALING 85 INDIVIDUALS, RECEIVED NO-COST HOUSING. IN ADDITION TO HOUSING, THE PROGRAM SUPPORTED 15 INDIVIDUALS RECEIVING MENTAL HEALTH COUNSELING, 46 INDIVIDUALS RECEIVING CASE MANAGEMENT SERVICES AND 20 INDIVIDUALS ENROLLED IN FINANCIAL LITERACY CLASSES. ORLANDO HEALTH WILL CONTINUE TO WORK WITH PROGRAMS LIKE HOUSING FIRST TO ADDRESS SOCIAL DRIVERS OF HEALTH AND SUPPORT THE ECONOMIC MOBILITY OF COMMUNITY MEMBERS. ORLANDO HEALTH SOUTH LAKE HOSPITAL IDENTIFIED AN OPPORTUNITY TO INCREASE ACCESS TO DENTAL CARE BY PARTNERING WITH COMMUNITY HEALTH CENTERS THROUGH THE COMMUNITY GRANT PROGRAM. THE GOAL OF THE PROGRAM IS TO INCREASE ACCESS TO DENTAL CARE FOR RESIDENTS THROUGH THE ADDITION OF A FULL-TIME DENTIST AT THE COMMUNITY HEALTH CENTERS LEESBURG CLINIC. PRIOR TO THE GRANT, THE LEESBURG CLINIC WAS THE ONLY COMMUNITY HEALTH CENTER LOCATION IN LAKE COUNTY WITHOUT A DENTIST ON STAFF TO PROVIDE DENTAL CARE. THE FUNDING WILL ALLOW FOR THE ADDITION OF A DENTIST AT THE LEESBURG CLINIC, WHICH WILL INCREASE ACCESS TO REGULAR DENTAL CARE FOR UNINSURED OR UNDERINSURED ADULTS AND CHILDREN. IN FY 2023, 676 PATIENTS RECEIVED DENTAL CARE. THOSE PATIENTS WERE CARED FOR THROUGH MORE THAN 820 DENTAL VISITS, 428 DENTAL SEALANTS AND 333 FLUORIDE TREATMENTS. THE DENTAL CLINIC WILL CONTINUE TO INCREASE ACCESS TO DENTAL CARE TO RESIDENTS OF LAKE COUNTY THROUGH FY 2024. WITH ACCESS TO QUALITY CARE AS ITS PRIORITY, ORLANDO HEALTH SOUTH LAKE HOSPITAL DETERMINED THAT THE FOLLOWING ISSUES WOULD NOT BE EXPLICITLY INCLUDED IN ITS IMPLEMENTATION STRATEGY SO THAT IT COULD MAXIMIZE RESOURCES AVAILABLE FOR ADDRESSING ACCESS TO CARE. HOWEVER, ORLANDO HEALTH SOUTH LAKE HOSPITAL DOES PROVIDE SUPPORT AND SERVICES FOR SEVERAL OF THE REMAINING HEALTH NEEDS. AT THE TIME OF PRIORITIZATION, WE TOOK INTO ACCOUNT THE LEVEL TO WHICH SOME OF THE NEEDS WERE ALREADY BEING ADDRESSED IN THE SERVICE AREA, ALONG WITH WHETHER THE IDENTIFIED NEED FALLS OUTSIDE OF THE SCOPE OF OUR EXPERTISE AND RESOURCES. FOR THE NEEDS WE DID NOT SELECT WE WILL CONTINUE TO PROVIDE SUPPORT AND SERVICES WHERE APPROPRIATE INCLUDING THROUGH COMMUNITY SPONSORSHIPS AND SUPPORT. IN ADDITION, MANY OF THE NEEDS LISTED BELOW WILL BE IMPACTED BY OUR FOCUS ON ACCESS TO CARE. WITH EFFORTS CONCENTRATED ON ACCESS TO CARE, WE ARE ABLE TO SUPPORT OUR COMMUNITY IN MULTIPLE ARENAS INSTEAD OF BEING LIMITED TO ONE CONDITION OR NEED. THIS FLEXIBILITY HELPS US TO BETTER SERVE THE MOST UNDERSERVED AND VULNERABLE POPULATIONS IN OUR COMMUNITY. LAKE COUNTY SERVICE AREA NEEDS THAT WON'T BE EXPLICITLY ADDRESSED: - AFFORDABLE, QUALITY HOUSING - MENTAL HEALTHCARE FOR SENIOR SERVICES - SUICIDE PREVENTION - RECRUITMENT AND RETENTION OF CULTURALLY DIVERSE AND INFORMED PROVIDERS WHO DEMOGRAPHICALLY REFLECT THE COMMUNITY - DENTAL CARE FOR CHILDREN, ESPECIALLY THOSE FROM LOW INCOME OR OTHER PRIORITY COMMUNITIES - COMMUNITY SERVICES TO REDUCE ILLEGAL DRUG USE AND ABUSE OR MISUSE OF PRESCRIPTION MEDICATIONS - ACCESS TO FREE OR LOW-COST HEALTH CARE SERVICES FOR ALL RESIDENTS - ACCESS TO PRIMARY CARE SERVICES - SUPPORT FOR FAMILY MEMBERS OF A PERSON BEING TREATED FOR SUBSTANCE USE DISORDER - MENTAL HEALTH OUTPATIENT SERVICES CAPACITY - MENTAL HEALTH CRISIS SERVICES AND COMMUNITY AWARENESS OF AVAILABLE RESOURCES - CHILDCARE SERVICES, ESPECIALLY FOR CHILDREN WITH SPECIAL NEEDS - YOUTH MENTAL HEALTH SERVICES - SUICIDE PREVENTION INITIATIVES IN MIDDLE AND HIGH SCHOOLS - MENTAL HEALTH AND SUBSTANCE USE DISORDER TRANSITION CARE FOR INMATES BEING RELEASED FROM JAIL AFFORDABLE, QUALITY HOUSING: WE DID NOT SELECT AFFORDABLE, QUALITY HOUSING AS A PRIORITY, BUT WE WILL CONTINUE TO SUPPORT EXISTING PROGRAMS AND SERVICES SURROUNDING THIS NEED. THROUGH OUR SELECTION OF ACCESS TO CARE WE BELIEVE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED BY SUPPORTING PROGRAMS THAT ADDRESS INEQUITIES AFFECTED BY SOCIAL DETERMINANTS OF HEALTH. MENTAL HEALTH CARE SERVICES FOR SENIORS: WE DID NOT SELECT MENTAL HEALTH CARE SERVICES FOR SENIORS AS A PRIORITY, BUT WE BELIEVE THAT THROUGH OUR SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. SUICIDE PREVENTION: WE CURRENTLY WORK WITH ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL AND COMMUNITY ORGANIZATIONS TO ADDRESS SUICIDE PREVENTION. THROUGH OUR SELECTION OF ACCESS TO CARE WE BELIEVE WE CAN POSITIVELY IMPACT RATES OF SUICIDE. RECRUITMENT AND RETENTION OF CULTURALLY DIVERSE AND INFORMED PROVIDERS WHO DEMOGRAPHICALLY REFLECT THE COMMUNITY: WE DID NOT SELECT RECRUITMENT AND RETENTION OF CULTURALLY DIVERSE AND INFORMED PROVIDERS WHO DEMOGRAPHICALLY REFLECT THE COMMUNITY AS A PRIORITY, BUT WE WILL CONTINUE TO SUPPORT EXISTING PROGRAMS AND SERVICES SURROUNDING THIS NEED. THROUGH OUR SELECTION OF ACCESS TO CARE WE BELIEVE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED BY SUPPORTING PROGRAMS LIKE OUR HEALTH EQUITY TRAIN THE TRAINER, WHICH PROVIDES HEALTH EQUITY EDUCATION TO HEALTHCARE WORKERS. DENTAL CARE FOR CHILDREN, ESPECIALLY THOSE FROM LOW INCOME OR OTHER PRIORITY COMMUNITIES: WE DID NOT SELECT DENTAL CARE FOR CHILDREN, ESPECIALLY THOSE FROM LOW INCOME OR OTHER PRIORITY COMMUNITIES AS A PRIORITY, BUT WE BELIEVE THAT THROUGH OUR SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - SOUTH LAKE HOSPITAL, INC., CONTINUED. COMMUNITY SERVICES TO REDUCE ILLEGAL DRUG USE AND ABUSE OR MISUSE OF PRESCRIPTION MEDICATIONS: WE DID NOT SELECT COMMUNITY SERVICES TO REDUCE ILLEGAL DRUG USE AND ABUSE OR MISUSE OF PRESCRIPTION MEDICATIONS AS A PRIORITY BUT WILL CONTINUE TO SUPPORT PROGRAMS LIKE THE OPIOID OUTREACH COORDINATOR, WHICH AIMS TO PROVIDE SUPPORT TO INDIVIDUALS WITH SUBSTANCE USE DISORDER. ACCESS TO FREE OR LOW-COST HEALTH CARE SERVICES FOR ALL RESIDENTS: WE DID NOT SELECT ACCESS TO FREE OR LOW-COST HEALTH CARE SERVICES FOR ALL RESIDENTS AS A PRIORITY, BUT WE BELIEVE THAT THROUGH OUR BROAD SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. ACCESS TO PRIMARY CARE SERVICES: WE DID NOT SELECT ACCESS TO PRIMARY CARE SERVICES AS A PRIORITY, BUT WE BELIEVE THAT THROUGH OUR BROAD SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. SUPPORT FOR FAMILY MEMBERS OF A PERSON BEING TREATED FOR SUBSTANCE USE DISORDER: WE DID NOT SELECT SUPPORT FOR FAMILY MEMBERS OF A PERSON BEING TREATED FOR SUBSTANCE USE DISORDER AS A PRIORITY, BUT WE WILL CONTINUE TO SUPPORT EXISTING PROGRAMS AND SERVICES SURROUNDING THIS NEED. WE BELIEVE THAT THROUGH OUR SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. MENTAL HEALTH OUTPATIENT SERVICES CAPACITY: WE CURRENTLY WORK WITH ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL AND COMMUNITY ORGANIZATIONS TO ADDRESS MENTAL HEALTH. THROUGH OUR SELECTION OF ACCESS TO CARE WE BELIEVE WE CAN POSITIVELY IMPACT RATES OF MENTAL HEALTH AND ADDRESS MENTAL HEALTH OUTPATIENT SERVICES CAPACITY. MENTAL HEALTH CRISIS SERVICES AND COMMUNITY AWARENESS OF AVAILABLE RESOURCES: WE CURRENTLY WORK WITH ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL AND COMMUNITY ORGANIZATIONS TO ADDRESS MENTAL HEALTH. THROUGH OUR SELECTION OF ACCESS TO CARE WE BELIEVE WE CAN POSITIVELY IMPACT RATES OF MENTAL HEALTH AND INCREASE ACCESS TO CRISIS SERVICES. CHILDCARE SERVICES, ESPECIALLY FOR CHILDREN WITH SPECIAL NEEDS: WE DID NOT SELECT CHILDCARE SERVICES, ESPECIALLY FOR CHILDREN WITH SPECIAL NEEDS AS A PRIORITY, BUT WE WILL CONTINUE TO SUPPORT EXISTING PROGRAMS AND SERVICES SURROUNDING THIS NEED. WE BELIEVE THAT THROUGH OUR SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. YOUTH MENTAL HEALTH SERVICES: WE DID NOT SELECT YOUTH MENTAL HEALTH SERVICES AS A PRIORITY, BUT WE WILL CONTINUE TO SUPPORT EXISTING PROGRAMS AND SERVICES SURROUNDING THIS NEED. WE BELIEVE THAT THROUGH OUR SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. SUICIDE PREVENTION INITIATIVES IN MIDDLE AND HIGH SCHOOLS: WE DID NOT SELECT SUICIDE PREVENTION INITIATIVES IN MIDDLE AND HIGH SCHOOLS AS A PRIORITY, BUT WE WILL CONTINUE TO SUPPORT EXISTING PROGRAMS AND SERVICES SURROUNDING THIS NEED. WE BELIEVE THAT THROUGH OUR SELECTION OF ACCESS TO CARE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED. MENTAL HEALTH AND SUBSTANCE USE DISORDER TRANSITION CARE FOR INMATES BEING RELEASED FROM JAIL: WE DID NOT SELECT MENTAL HEALTH AND SUBSTANCE USE DISORDER TRANSITION CARE FOR INMATES BEING RELEASED FROM JAIL AS A PRIORITY, BUT WE WILL CONTINUE TO SUPPORT EXISTING PROGRAMS AND SERVICES SURROUNDING THIS NEED. THROUGH OUR SELECTION OF ACCESS TO CARE WE BELIEVE WE CAN POSITIVELY IMPACT THIS AREA OF COMMUNITY NEED BY SUPPORTING PROGRAMS THAT PROVIDE MENTAL HEALTH AND SUBSTANCE USE DISORDER RESOURCES. THE 2022 CHNA IS LOCATED ON THE ORGANIZATION'S WEBSITE AT THE FOLLOWING ADDRESS AND COPIES OF THE IMPLEMENTATION PLAN ARE AVAILABLE UPON REQUEST: HTTP://WWW.SOUTHLAKEHOSPITAL.COM/ABOUT-US/COMMUNITY-OUTREACH 10 OH SLH JOE H AND LORETTA SCOTT MED PAV 16966 CAGAN RIDGE BOULEVARD CLERMONT FL 34714 FREESTANDING ER AND MEDICAL PAVILION OH SLH ER RM & MED PAV AT BLUE CEDAR 22316 US HIGHWAY 27 LEESBURG FL 34748 FREESTANDING ER AND MEDICAL PAVILION OH SLH CENTER FOR SPECIALTY SURGERY 890 MEDICAL PARK DRIVE CLERMONT FL 34711 OUTPATIENT AMBULATORY SURGERY ORLANDO HEALTH CANCER INSTITUTE 1361 CITRUS TOWER BOULEVARD STE 10 CLERMONT FL 34711 OUTPATIENT CANCER CARE SOUTH LAKE ENDOSCOPY CENTER 2040 OAKLEY SEAVER DRIVE STE 100 CLERMONT FL 34711 OUTPATIENT DIAGNOSTIC CENTER ORLANDO HEALTH NATIONAL TRAINING CENTER 1935 DON WICKHAM DRIVE CLERMONT FL 34711 OUTPATIENT REHABILITATION SLH OUTPATIENT REHAB AT BLUE CEDAR 22326 US HIGHWAY 27 SUITE A LEESBURG FL 34748 OUTPATIENT REHABILITATION SKYTOP VIEW REHABILITATION CENTER 2145 NORTH DON WICKHAM DRIVE CLERMONT FL 34711 REHABILITATION AND SKILLED NURSING FACILITY SOUTH LAKE HOSPITAL CARDIAC REHAB 2080 OAKLEY SEAVER DRIVE STE 140 CLERMONT FL 34711 OUTPATIENT REHABILITATION SOUTH LAKE WOUND CARE CENTER 2040 OAKLEY SEAVER DRIVE STE 200 CLERMONT FL 34711 OUTPATIENT WOUND CARE Schedule H, Part I, Line 7 EXPLANATION OF COSTING METHODOLOGY USED FOR CALCULATING LINE 7 TABLE THE AMOUNTS OF COSTS REPORTED ON LINE 7 PART I OF SCHEDULE H WERE DETERMINED BY UTILIZATION OF A COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2 AS CONTAINED IN THE SCHEDULE H INSTRUCTIONS. Schedule H, Part I, Line 7f BAD DEBT REPORTING BAD DEBT EXPENSE OF $65,086 WAS INCLUDED ON FORM 990, PART IX, LINE 25 AND REMOVED IN ORDER TO COMPUTE THE PERCENTAGES FOR COLUMN F OF LINE 7. ALL OTHER BAD DEBT WAS REPORTED AS AN OFFSET TO PATIENT REVENUE AND NOT ON PART IX. Schedule H, Part II COMMUNITY BUILDING ACTIVITIES THE PRIMARY PURPOSE OF ORLANDO HEALTH SOUTH LAKE HOSPITAL'S COMMUNITY BUILDING ACTIVITIES IS TO IMPROVE HEALTH IN THE CENTRAL FLORIDA COMMUNITY. WHEN A PARTICULAR PHYSICIAN SPECIALTY IS DEFICIENT IN THE COMMUNITY IN COMPARISON TO THE POPULATION, IT CAN LIMIT ACCESS TO HEALTHCARE SERVICES AND RESULT IN POOR HEALTH OUTCOMES. TO RECTIFY THOSE WORKFORCE SHORTAGES, ORLANDO HEALTH SOUTH LAKE HOSPITAL MAY HELP RECRUIT PHYSICIANS WHEN A NEED IS IDENTIFIED TO ESTABLISH, ENHANCE OR MAINTAIN A MEDICAL SERVICE IN THE AREA. TO DETERMINE NEED, THE HOSPITAL USES INDEPENDENT HEALTH PLANNING SERVICE ORGANIZATIONS; COMMUNITY NEEDS ASSESSMENT; AND INDEPENDENTLY MAINTAINED PHYSICIAN DATABASE SOFTWARE. THESE PHYSICIAN RECRUITMENT EFFORTS MEET THE COMMUNITY BENEFIT OBJECTIVE OF IMPROVING ACCESS TO HEALTH SERVICES, WHICH IN TURN IMPROVES PUBLIC HEALTH. ORLANDO HEALTH SOUTH LAKE HOSPITAL DID NOT RECRUIT ANY NEW COMMUNITY-BASED PHYSICIANS DURING THE FISCAL YEAR. HOWEVER, WE WILL CONTINUE TO FIND WAYS TO RECRUIT COMMUNITY-BASED PHYSICIANS TO HELP COMBAT PHYSICIAN SHORTAGES IN THE COMING FISCAL YEAR. Schedule H, Part VI, Line 7 STATE FILING OF COMMUNITY BENEFIT REPORT NONE Schedule H, Part III Line 2 and 4 BAD DEBT EXPENSE REFLECTED IN PART III, LINE 2 REPRESENTS AMOUNTS WRITTEN OFF AS UNCOLLECTIBLE. BOTH DISCOUNTS AND PAYMENTS TO ACCOUNTS WILL REDUCE THE BAD DEBT EXPENSE, SHOULD THE ACCOUNT BE REPORTED AS BAD DEBT. THAT IS TO SAY, DISCOUNTS APPLIED TO ACCOUNTS ARE NOT REVERSED PRIOR TO DECLARING, ADJUSTING AND/OR WRITING OFF ACCOUNTS AS BAD DEBT. ALL ACCOUNTS WHICH ARE ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT ARE REVIEWED TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE. IF SUFFICIENT DOCUMENTATION WAS NOT PROVIDED BY THE ACCOUNT HOLDER, ORLANDO HEALTH USES PREDICTIVE ANALYTICS TO DETERMINE IF THE FINANCIAL ASSISTANCE FOR ACCOUNTS ARE ADJUSTED TO, OR WRITTEN OFF TO, BAD DEBT. ORLANDO HEALTH USES DATA DERIVED FROM THIRD PARTIES WHICH INCLUDE, BUT ARE NOT LIMITED TO DEMOGRAPHIC VERIFICATION, INCOME VERIFICATION, HOUSEHOLD SIZE VERIFICATION, PAYMENT HISTORY INFORMATION, AND OCCUPATION INFORMATION. ONCE THIS DATA LOGIC IS APPLIED, IT BECOMES APPARENT IF THE ACCOUNT QUALIFIES FOR FINANCIAL ASSISTANCE. IF THE ACCOUNT DOES QUALIFY, PREVIOUS UNINSURED DISCOUNTS, BAD DEBT ADJUSTMENTS AND/OR WRITE OFFS ARE REVERSED AND THE NEW BALANCE REFLECTED IS RECLASSIFIED AS FINANCIAL ASSISTANCE OR CHARITY, WHICH IS REDUCED TO COST. CONSISTENT WITH THE SYSTEM'S MISSION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THEREFORE, THE SYSTEM HAS DETERMINED THAT IT HAS PROVIDED IMPLICIT PRICE CONCESSIONS TO UNINSURED PATIENTS AND PATIENTS WITH OTHER UNINSURED BALANCES SUCH AS COPAYS AND DEDUCTIBLES. THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS EXPECTED TO BE COLLECTED BASED ON THE SYSTEM'S COLLECTION HISTORY WITH THOSE PATIENTS IS RECORDED AS IMPLICIT PRICE CONCESSIONS, OR AS A DIRECT REDUCTION TO NET PATIENT REVENUE. SUBSEQUENT ADJUSTMENTS THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S OR PAYOR'S ABILITY TO PAY ARE RECOGNIZED AS BAD DEBT EXPENSE. BAD DEBT EXPENSE IS RECORDED AS A COMPONENT OF OTHER OPERATING EXPENSES IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. BAD DEBT EXPENSE FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022 WAS NOT SIGNIFICANT FOR THE SYSTEM. (ORLANDO HEALTH, INC. AUDITED FINANCIAL STATEMENTS, PAGE 17) SECTION 501 (R) RISK ASSESSMENT ORLANDO HEALTH, INC. (OHI) CONDUCTED AN EXTENSIVE REVIEW OF ITS POLICIES AND PROCEDURES TO ENSURE COMPLIANCE WITH THE REQUIREMENTS OF IRC SECTION 501(R). THE REVIEW THAT OHI UNDERTOOK ADDRESSED SECTION 501(R) COMPLIANCE AT EACH OF THE FOLLOWING AFFILIATED HOSPITAL FACILITIES: 1. ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER (OHORMC) 2. ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN (OHAPH) 3. ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES (OHWPH) 4. ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL (OHSSH) 5. ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL (OHDPH) 6. ORLANDO HEALTH - HEALTH CENTRAL HOSPITAL (OH-HCH) 7. ORLANDO HEALTH SOUTH LAKE HOSPITAL (OHSLH) OHI CONTINUES TO EVALUATE AND IMPLEMENT 501(R) COMPLIANCE AMONG ALL AFFILIATED HOSPITAL FACILITIES. ADDITIONAL HOSPITAL FACILITIES THAT FOLLOW OHI'S 501(R) ESTABLISHED COMPLIANCE STANDARDS INCLUDE: 8. ORLANDO HEALTH ST. CLOUD HOSPITAL (OHSCH) 9. ORLANDO HEALTH BAYFRONT HOSPITAL (OHBH) 10. ORLANDO HEALTH HORIZON WEST HOSPITAL (OHHWH) OHI MAKES PHYSICAL COPIES OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND FINANCIAL ASSISTANCE POLICY (FAP) AVAILABLE TO THE PUBLIC AT EACH OF THE OHI'S HOSPITALS AS REQUIRED BY SECTION 501(R). OHI PROVIDES PATIENT-FACING EMPLOYEES WITH ANNUAL TRAINING TO ENSURE THAT THEY COULD IDENTIFY THE PHYSICAL LOCATIONS WITHIN THE HOSPITAL FACILITIES WHERE PATIENTS COULD OBTAIN PHYSICAL COPIES OF THESE DOCUMENTS. OHI DETERMINED AS PART OF ITS SECTION 501(R) REVIEW TO ENHANCE PUBLIC AWARENESS OF ITS FAP AND THE FINANCIAL ASSISTANCE AVAILABLE TO COMMUNITY MEMBERS AT RISK OF NOT RECEIVING ADEQUATE MEDICAL CARE BECAUSE OF BEING UNINSURED OR UNDERINSURED. ACCORDINGLY, OHI DISSEMINATED INFORMATION ON THE AVAILABILITY OF FINANCIAL ASSISTANCE AT OHI HOSPITAL FACILITIES TO COMMUNITY PARTNERS IN EACH OF THE FOLLOWING CATEGORIES: FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS), MEDICAL HOMES AND OTHER NONPROFIT ORGANIZATIONS THAT SERVE LOW INCOME POPULATIONS. THE COMMUNITY PARTNERS IDENTIFIED IN EACH GROUP RESPECTIVELY ARE: GRACE MEDICAL HOME, SHEPHERD'S HOPE, COMMUNITY HEALTH CENTERS, TRUE HEALTH, HEALTH CARE CENTER FOR THE HOMELESS DBA ORANGE BLOSSOM FAMILY HEALTH, COALITION FOR THE HOMELESS, ORANGE COUNTY MEDICAL CLINIC, AND MEMBERS OF THE PRIMARY CARE ACCESS NETWORK (PCAN) IN ORANGE COUNTY. IN ADDITION, OHI DESIGNATED A COMMUNITY LIAISON TO ATTEND REGULAR FUNCTIONS IN THE COMMUNITY, DISPLAY THE FAP AT THESE FUNCTIONS, AND PROVIDE COPIES OF THE FAP TO COMMUNITY MEMBERS. FINALLY, OHI HAS IMPLEMENTED REVIEWS OF ITS WEBSITE LINKS TO ENSURE INFORMATION REQUIRED BY SECTION 501(R) IS AVAILABLE TO THE PUBLIC. OHI HAS ESTABLISHED METHODS FOR MEMBERS OF THE PUBLIC TO PROVIDE INPUT ON OHI'S CHNA REPORT. SUCH INPUT WILL BE MONITORED AND TRACKED QUARTERLY ALONG WITH WEBSITE LINKS PROVIDING INFORMATION TO THE PUBLIC. OHI WILL CONTINUE TO IDENTIFY REPRESENTATIVES OF THE LOW-INCOME, UNDERSERVED AND MINORITY POPULATION(S) IN THE COMMUNITY FROM WHOM INPUT WAS SOLICITED AND DESCRIBE THE RESOURCES POTENTIALLY AVAILABLE TO ADDRESS THE SIGNIFICANT HEALTH NEEDS THROUGHOUT THE 2022 CHNA. DATE RANGES FOR WHICH OHI CONDUCTED SURVEYS AND INTERVIEWS WITHIN THE COMMUNITY TO SEEK INPUT ON IDENTIFYING AND PRIORITIZING COMMUNITY HEALTH NEEDS IS INCLUDED IN THE 2022 CHNA. MOREOVER, OHI INCLUDED AN EVALUATION IN THE 2022 CHNA OF THE IMPACT OF ANY ACTIONS THAT WERE TAKEN, SINCE OHI FINISHED CONDUCTING ITS IMMEDIATELY PRECEDING CHNA, TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN EACH HOSPITAL FACILITY'S PRIOR CHNA. FINALLY, OHI WILL CONTINUE TO LIST ALL PARTNERS THAT IT PLANS TO WORK WITH IN ADDRESSING SIGNIFICANT COMMUNITY HEALTH NEEDS (I.E., LOCAL HEALTH DEPARTMENTS, OTHER HOSPITALS, NON-PROFITS, GOVERNMENT AGENCIES AND ADVOCACY GROUPS) THAT ARE KNOWN AT THE TIME OF IMPLEMENTATION. Schedule H, Part V, Section B, Line 16a FAP WEBSITE URL HTTPS://WWW.ORLANDOHEALTH.COM/PATIENTS-AND-VISITORS/PATIENT-FINANCIAL-RESOURCES/PAY-YOUR-BILL/FINANCIAL-ASSISTANCE Schedule H, Part V, Section B, Line 16b FAP APPLICATION FROM WEBSITE URL HTTPS://WWW.ORLANDOHEALTH.COM/PATIENTS-AND-VISITORS/PATIENT-FINANCIAL-RESOURCES/PAY-YOUR-BILL/FINANCIAL-ASSISTANCE Schedule H, Part V, Section B, Line 16c FAP PLAIN LANGUAGE SUMMARY WEBSITE URL HTTPS://WWW.ORLANDOHEALTH.COM/PATIENTS-AND-VISITORS/PATIENT-FINANCIAL-RESOURCES/PAY-YOUR-BILL/FINANCIAL-ASSISTANCE Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 65086 Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE COSTING METHODOLOGY USED TO REPORT THE AMOUNT REPORTED ON LINE 6 AS MEDICARE ALLOWABLE COSTS OF CARE RELATING TO PAYMENTS RECEIVED FROM MEDICARE WAS CALCULATED USING THE MEDICARE COST REPORT. ORLANDO HEALTH SOUTH LAKE HOSPITAL DOES NOT CURRENTLY INCLUDE MEDICARE SHORTFALL AS A COMMUNITY BENEFIT. HOWEVER, AS A NOT-FOR-PROFIT ORGANIZATION WE PROVIDE EMERGENCY AND REQUIRED CARE TO ALL PATIENTS REGARDLESS OF THEIR FINANCIAL STATUS. DESPITE THE MEDICARE SHORTFALL, NOT-FOR-PROFIT HOSPITALS MUST AND WILL CONTINUE TO CARE FOR THE MEDICARE POPULATION AND ACCEPT THE MEDICARE REIMBURSEMENT RATE. CARING FOR THE MEDICARE PATIENT POPULATION FULFILLS A COMMUNITY NEED AND RELIEVES A GOVERNMENT BURDEN AS THIS CLASS OF PATIENTS TYPICALLY HAS LOW AND/OR FIXED INCOMES. THE MEDICARE PATIENT POPULATION IS LARGE AND THE LACK OF SUFFICIENT REIMBURSEMENT TO COVER THE COST OF PROVIDING CARE FOR THESE PATIENTS NECESSITATES THAT NOT-FOR-PROFIT HOSPITALS USE OTHER FUNDS TO COVER THE DEFICIT. NOT-FOR-PROFIT HOSPITALS HAVE A RESPONSIBILITY TO WORK TOWARD IMPROVED HEALTH IN THE COMMUNITIES THEY SERVE AND CARING FOR THE MEDICARE PATIENTS, DESPITE THE SHORTFALL OF REIMBURSEMENT, IS A DIRECT COMMUNITY BENEFIT AND PROVIDES VALUE DIRECTLY TO THE COMMUNITIES SERVED. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance COLLECTION PRACTICES ARE CONSISTENT FOR ALL PATIENTS AND COMPLY WITH APPLICABLE PROVISIONS OF STATE LAW. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, ORLANDO HEALTH SOUTH LAKE HOSPITAL PROVIDES ALL PATIENTS WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ORLANDO HEALTH SOUTH LAKE HOSPITAL PERFORMS A THOROUGH EVALUATION OF THE PATIENT'S FINANCIAL STATUS TO ENSURE THE UTILIZATION OF ALL DISCOUNTS AND CHARITY CARE PROGRAMS AVAILABLE UNDER THEIR DISCOUNT AND CHARITY CARE POLICIES. THIS DETERMINATION PROCESS IS COMPLETED BEFORE ANY PATIENT'S ACCOUNT PROCEEDS TO COLLECTION. ORLANDO HEALTH SOUTH LAKE HOSPITAL DOES NOT PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR CHARITY CARE OR OTHER FINANCIAL ASSISTANCE. Schedule H, Part V, Section B, Line 16a FAP website - ORLANDO HEALTH SOUTH LAKE HOSPITAL: Line 16a URL: SEE PART VI; Schedule H, Part V, Section B, Line 16b FAP Application website - ORLANDO HEALTH SOUTH LAKE HOSPITAL: Line 16b URL: SEE PART VI; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - ORLANDO HEALTH SOUTH LAKE HOSPITAL: Line 16c URL: SEE PART VI; Schedule H, Part VI, Line 2 Needs assessment IN 2022, ORLANDO HEALTH SOUTH LAKE HOSPITAL CONDUCTED A FORMAL COMMUNITY HEALTH NEEDS ASSESSMENT. HOWEVER, PRIOR TO THE ASSESSMENT, ORLANDO HEALTH SOUTH LAKE HOSPITAL ANALYZED THE SERVICES NEEDED AS PART OF OUR STRATEGY AND BUDGETING PLANNING AND DEVELOPED A PROCESS TO ENSURE THE ORGANIZATION IS RESPONSIVE TO COMMUNITY HEALTH NEEDS. THROUGH OUR EDUCATION, PATIENT CARE PROGRAMS AS WELL AS THE ORLANDO HEALTH COMMUNITY GRANT PROGRAM, ORLANDO HEALTH SOUTH LAKE HOSPITAL MEETS THE NEEDS OF THE COMMUNITY. THE SPECIFIC NEEDS TARGETED BY THESE PROGRAMS HAVE BEEN IDENTIFIED BY THE EXPERIENCE OF COMMUNITY HOSPITAL LEADERSHIP, NEIGHBORHOOD OUTREACH AND THROUGH ASSESSMENTS THAT IDENTIFIED HEALTH NEEDS IN THE COMMUNITIES SERVED BY THE HOSPITAL ALONG WITH HOSPITAL DATA. AS A RESULT, ORLANDO HEALTH SOUTH LAKE HOSPITAL SUPPORTS A VARIETY OF PROGRAMS FOR AT-RISK POPULATIONS, FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS AND SPECIAL NEEDS GROUPS, AS WELL AS FOR THE BROADER COMMUNITY. ADDITIONAL EXAMPLES OF HOW ORLANDO HEALTH SOUTH LAKE HOSPITAL RESPONDS TO COMMUNITY HEALTH NEEDS ARE AS FOLLOWS: 1. GOVERNING BOARDS ARE COMPOSED OF INDIVIDUALS BROADLY REPRESENTATIVE OF THE COMMUNITY, COMMUNITY LEADERS AND THOSE WITH SPECIALIZED MEDICAL TRAINING AND EXPERTISE; 2. PARTNERSHIP WITH LOCAL GROUPS AND ASSOCIATIONS TO ATTEND TO THE HEALTHCARE NEEDS OF THE ORLANDO HEALTH SOUTH LAKE HOSPITAL COMMUNITY; 3. SPONSORSHIP AND PARTICIPATION IN COMMUNITY FORUMS, HEALTH FAIRS, COMMUNITY FITNESS AND WELLNESS EVENTS AND OTHER OUTREACH EVENTS; AND 4. TRANSITION SERVICES POST-DISCHARGE FOR PATIENT FOLLOW-UP RELATED TO ON-GOING CARE AND TREATMENT TO PREVENT UNNECESSARY ADMISSIONS AND POTENTIAL RE-ADMISSIONS. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance ORLANDO HEALTH SOUTH LAKE HOSPITAL FOLLOWS AN ESTABLISHED PROCESS TO INFORM ALL PATIENTS OF ITS CHARITY CARE AND UNINSURED DISCOUNT POLICIES. DURING PREADMISSION, AT REGISTRATION OR AT BEDSIDE, UNINSURED PATIENTS ARE INFORMED OF THE HOSPITAL'S CHARITY CARE POLICY AND OTHER FINANCIAL ASSISTANCE. FINANCIAL INFORMATION IS SECURED FOR ALL UNINSURED PATIENTS TO SCREEN FOR POSSIBLE ENROLLMENT IN FEDERAL, STATE, AND LOCAL PROGRAMS. ORLANDO HEALTH SOUTH LAKE HOSPITAL HAS CONTRACTED DEDICATED ORGANIZATIONS THAT ASSIST THE PATIENT WITH THEIR ENROLLMENT PROCESS ALL THE WAY TO APPROVAL OR DENIAL BY THE RESPECTIVE AGENCIES. FOR UNINSURED PATIENTS THAT ARE DENIED COVERAGE OR DO NOT MEET THE COVERAGE CRITERION FOR A RESPECTIVE AGENCY, ORLANDO HEALTH SOUTH LAKE HOSPITAL THEN SCREENS THE PATIENT FOR CHARITY ELIGIBILITY. IT IS ORLANDO HEALTH SOUTH LAKE HOSPITAL'S OBJECTIVE TO PROVIDE CHARITY CARE TO OUR PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY. Schedule H, Part VI, Line 4 Community information ORLANDO HEALTH SOUTH LAKE HOSPITAL CURRENTLY OPERATES IN THE CENTRAL FLORIDA REGION, WHICH HAS THOUSANDS OF INTERNATIONAL VISITORS ANNUALLY. IN FY 2023, ORLANDO HEALTH SOUTH LAKE HOSPITAL HAD OVER 1,549 EMPLOYEES ON STAFF. ORLANDO HEALTH SOUTH LAKE HOSPITAL ENCOMPASSES 177 FULLY CERTIFIED BEDS, ADVANCED MEDICAL TREATMENTS AND PROCEDURES AND HIGHLY QUALIFIED STAFF. ORLANDO HEALTH SOUTH LAKE HOSPITAL RECEIVED 89,437 EMERGENCY DEPARTMENT VISITS, 82,114 OUTPATIENT VISITS, 15,840 ADMISSIONS (EXCLUDING NEWBORNS) AND 850 BABIES BORN. ORLANDO HEALTH SOUTH LAKE'S PRIMARY SERVICE AREA IS COMPOSED OF LAKE COUNTY WHICH INCLUDES RURAL, URBAN AND SUBURBAN COMMUNITIES. THE COUNTY POPULATION IS 291,671. THE MEDIAN HOUSEHOLD INCOME IN LAKE COUNTY IS $70,876 WITH 9.2 PERCENT OF HOUSEHOLDS BELOW THE FEDERAL POVERTY GUIDELINE. THE PERCENT UNINSURED (AGE 0-64) FOR THE COUNTY IS 13.6 PERCENT AND THERE ARE TWO FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS PRESENT IN THE COMMUNITY. A COMBINED TOTAL OF 4 HOSPITALS ARE ALSO IN THE AREA AND SERVE THE COMMUNITY. COMMUNITY OUTREACH ACTIVITIES INCORPORATE SOCIAL DISTANCING PROTOCOLS SUCH AS ONLINE SPEAKER'S BUREAUS; SUPPORT/EDUCATION GROUPS; WELLNESS CLASSES; CLINICAL SCREENINGS THROUGH TELEHEALTH AND ASSESSMENTS; MEDICAL EDUCATION; RESEARCH; WOMEN, CHILDREN AND SENIOR HEALTH INITIATIVES; PUBLIC PROGRAM ENROLLMENT ASSISTANCE AND POST-ACUTE CARE FOR HOMELESS AND UNINSURED; SPONSORSHIPS; SCHOOL INITIATIVES; DONATED MEETING SPACE AND SPIRITUAL CARE. Schedule H, Part VI, Line 5 Promotion of community health AS A NOT-FOR-PROFIT HEALTHCARE ORGANIZATION, THE CULTURE OF CARING AT ORLANDO HEALTH TOUCHES THE LIVES OF MANY INDIVIDUALS AND FAMILIES THROUGHOUT CENTRAL FLORIDA. ORLANDO HEALTH DEMONSTRATES A COMMITMENT TO PROMOTE HEALTH, WELL-BEING, AND A CARING SPIRIT BY DIRECTING EMPLOYEE TIME AND TALENT TO SERVE ON COMMUNITY COLLABORATION BOARDS AND VOLUNTEERISM. IN FY 2023 OUR TEAM MEMBERS AND PHYSICIANS PROVIDED OVER 4,000 VOLUNTEER HOURS. ORLANDO HEALTH SOUTH LAKE HOSPITAL FURTHERS ITS EXEMPT PURPOSE BY REINVESTING SURPLUS FUNDS IN THE HOSPITAL, EXTENDING ADMITTING PRIVILEGES TO QUALIFYING PHYSICIANS IN THE COMMUNITY AND SURROUNDING AREAS, SUPPORTING A SLIDING SCALE CLINIC FOR RESIDENTS OF LAKE COUNTY WHO MEET CERTAIN INDIGENT GUIDELINES, OPERATING THE NATIONAL TRAINING CENTER FOR THE OVERALL HEALTH OF THE COMMUNITY AND ENCOURAGING OVERALL COMMUNITY INVOLVEMENT IN THE GOVERNING BODY OF THE ORGANIZATION. GOVERNING BOARDS ARE COMPOSED OF INDIVIDUALS BROADLY REPRESENTATIVE OF THE COMMUNITY, COMMUNITY LEADERS AND THOSE WITH SPECIALIZED MEDICAL TRAINING AND EXPERTISE. Schedule H, Part VI, Line 6 Affiliated health care system ORLANDO HEALTH SOUTH LAKE HOSPITAL IS PART OF AN INTEGRATED HEALTHCARE SYSTEM THROUGH WHICH WE CAN PROVIDE COMPREHENSIVE SERVICES TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR THE COMMUNITIES SERVED. THE PARENT OF THE CORPORATION, ORLANDO HEALTH, INC. (OHI), IS A TAX-EXEMPT ORGANIZATION ORGANIZED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A PART OF ORLANDO HEALTH'S INTEGRATED HEALTHCARE SYSTEM, ORLANDO HEALTH SOUTH LAKE HOSPITAL HAS SEVERAL AFFILIATED ORGANIZATIONS TO ENSURE WE MEET THE COMMUNITIES NEEDS. AS A NOT-FOR-PROFIT HEALTHCARE SYSTEM OUR MISSION IS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. OUR COMMUNITY BENEFIT EFFORTS MEET THE NEEDS OF THE COMMUNITIES WE SERVE IN THE FOLLOWING WAYS: * OFFERING DISCOUNTED OR FREE SERVICE TO OUR UNINSURED AND UNDERINSURED PATIENTS WHO ARE UNABLE TO PAY. ORLANDO HEALTH HAS ONE OF THE MOST GENEROUS CHARITY POLICIES IN THE STATE OF FLORIDA. * SUPPLEMENTING THE UNREIMBURSED COSTS OF THE GOVERNMENTAL MEDICAID ASSISTANCE PROGRAM. * SUBSIDIZING COSTS NOT REIMBURSED BY GOVERNMENTAL MEDICARE FUNDING FOR CARE PROVIDED TO SENIOR PATIENTS. * BENEFITING OUR COMMUNITY'S OVERALL HEALTH BY PROVIDING CLINICS AND PRIMARY CARE SERVICES, HEALTH FAIRS AND SCREENINGS, SUPPORT GROUPS AND MEDICAL RESEARCH. * INVESTING IN CAPITAL IMPROVEMENTS TO OUR FACILITIES AND TECHNOLOGY IN ORDER TO PROVIDE THE BEST POSSIBLE CARE FOR OUR PATIENTS. THROUGH THE INTEGRATED HEALTH SYSTEM OF 11 HOSPITALS, EIGHT FREESTANDING EMERGENCY ROOMS AND VARIOUS OUTPATIENT FACILITIES, WITH OVER 27,000 EMPLOYEES AND NEARLY 3,300 PHYSICIANS ON STAFF, ORLANDO HEALTH PROVIDES A HIGH LEVEL OF QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY HEALTHCARE TO THE PEOPLE OF CENTRAL FLORIDA. ORLANDO HEALTH IS A DESIGNATED TEACHING HOSPITAL OFFERING GRADUATE MEDICAL EDUCATION SPONSORING 10 RESIDENCY, SEVEN PHARMACY RESIDENCY AND 31 FELLOWSHIP PROGRAMS. ORLANDO HEALTH FACILITIES ENCOMPASS 3,375 FULLY CERTIFIED BEDS, ADVANCED MEDICAL TREATMENTS AND PROCEDURES AND EXCEPTIONAL STAFF. ORLANDO HEALTH, INC., IS COMPOSED OF ORLANDO HEALTH ORLANDO REGIONAL MEDICAL CENTER, ORLANDO HEALTH MEDICAL GROUP, ORLANDO HEALTH ARNOLD PALMER HOSPITAL FOR CHILDREN, ORLANDO HEALTH WINNIE PALMER HOSPITAL FOR WOMEN AND BABIES, ORLANDO HEALTH DR. P. PHILLIPS HOSPITAL, ORLANDO HEALTH SOUTH SEMINOLE HOSPITAL AND ORLANDO HEALTH ST. CLOUD HOSPITAL. ORLANDO HEALTH CENTRAL, INC. OPERATES ORLANDO HEALTH - HEALTH CENTRAL HOSPITAL AND ORLANDO HEALTH HORIZON WEST HOSPITAL, WHICH PROVIDES HIGH-QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY CARE FOR RESIDENTS OF CENTRAL FLORIDA. OHI WEST, INC., IS COMPOSED OF ORLANDO HEALTH BAYFRONT, WHICH PROVIDES HIGH-QUALITY INPATIENT, OUTPATIENT, AND EMERGENCY CARE FOR RESIDENTS OF PINELLAS COUNTY, FLORIDA. ORLANDO HEALTH MEDICAL GROUP, INC. SERVES AS A FUNDAMENTAL COMPONENT OF ORLANDO HEALTH'S HEALTHCARE SYSTEM BY PROVIDING AN INTEGRATED DELIVERY NETWORK OF SPECIALTY PHYSICIAN SERVICES, OCCUPATIONAL HEALTH SERVICES, REHABILITATION HEALTH SERVICES AND BEHAVIORAL HEALTH SERVICES WITH MORE THAN 1,300 PHYSICIANS IN THE CENTRAL FLORIDA AREA. ORLANDO HEALTH CANCER INSTITUTE, NOW A PART OF ORLANDO HEALTH MEDICAL GROUP, INC., HAS MADE SIGNIFICANT CONTRIBUTIONS TO THE CARE OF CANCER PATIENTS IN CENTRAL FLORIDA. ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER, ORLANDO HEALTH CANCER INSTITUTE WITH ORLANDO HEALTH, INC., IS COMMITTED TO DELIVERING HIGH-QUALITY CARE FOR CANCER PATIENTS UTILIZING OUR EXTENSIVE EXPERIENCE AND VITAL RESOURCES, FROM THE INITIAL DIAGNOSIS THROUGH EVERY STAGE OF TREATMENT. ORLANDO PHYSICIAN NETWORK, INC. ALSO SERVES AS A FUNDAMENTAL COMPONENT OF ORLANDO HEALTH'S HEALTH SYSTEM BY PROVIDING AN INTEGRATED DELIVERY SYSTEM OF PRIMARY CARE PHYSICIAN SERVICES WITH OVER 200 PHYSICIANS IN THE CENTRAL FLORIDA AREA. ORLANDO HEALTH FOUNDATION, INC. IS THE PHILANTHROPIC HEART OF ORLANDO HEALTH'S INTEGRATED HEALTH SYSTEM AND HAS BEEN INSTRUMENTAL IN RAISING FUNDS FOR CAPITAL IMPROVEMENTS AND RENOVATIONS TO OUR HOSPITALS, AND IN SUPPORTING PROGRAMS AND THE ACQUISITION OF LIFE-SAVING EQUIPMENT FOR OUR COMMUNITIES. THROUGH ORLANDO HEALTH'S HEALTHCARE SYSTEM, WE PROVIDED APPROXIMATELY $709 MILLION IN SUPPORT OF COMMUNITY HEALTH NEEDS. true Nursing Scholarships 6 36928 Schedule I, Part III Schedule I, Part III The policy for the Captain Homer Allen Scholarship awards applicants who meet certain criteria (including acceptance into nursing school, proof of residency, grade point average and other criteria) the cost of tuition and required books at a state accredited university/college program. The funds are paid directly to the college/university. Cost for successful completion of the NCLEX exam and nursing license are reimbursed to the student should they accept a position with Orlando Health. Students awarded scholarships are required to sign an agreement acknowledging the grant requirements. Students awarded the scholarship are required to submit their transcripts after each semester to ensure they are meeting the grant criteria. X true true false true false false false false false false false Mildred Denise Beam Former Board Member, Vice-Chair (Term End 12/2019) 0 453393 0 321294 0 50356 0 98569 0 16887 0 940499 0 45950 John A Moore Former Board Member, Chairman (Term end 9/2020) 0 462943 0 130213 0 81769 0 94972 0 31881 0 801778 0 71666 Cary J Dtona Board Member Secretary/Treasurer 0 408767 0 207190 0 77346 0 81096 0 29080 0 803479 0 65567 Lance E Sewell Board Member, Chairman/President 0 370477 0 164042 0 23765 0 75621 0 35102 0 669007 0 19661 Lushantha Sajotha Gunasekera Former Board Member (Term End 12/2019) 0 389320 0 633193 0 810 0 10675 0 34734 0 1068732 0 0 Mahmoud Fuad Bakeer MD Board Member 295141 0 75197 0 147620 0 33973 0 30340 0 582271 0 8920 0 Bonnie J Onofre Board Member 207938 0 51791 0 17002 0 12514 0 9811 0 299056 0 0 0 Bernadette Spong Former CFO (Term end 6/2022) 0 820020 0 1024421 0 411422 0 4509 0 29286 0 2289658 0 182114 Leslie Flake Chief Financial Officer, OH 0 466049 0 230298 0 44865 0 72291 0 5923 0 819426 0 0 Bonnie Bennett Adm, Patient Care 153738 0 23393 0 10237 0 19677 0 12311 0 219356 0 291 0 Jeanette M Bonstrom Dir, Pharmacy Services 176431 0 18138 0 3296 0 6097 0 19215 0 223177 0 0 0 Jennifer Grafton AVP, OH & CFO, SLH 211656 0 56397 0 323 0 28761 0 36302 0 333439 0 0 0 Paul Mark Johns AVP, OH & COO, SLH 215234 0 55277 0 32404 0 12392 0 22131 0 337438 0 15482 0 Diane Bowen Jones Clin Assistant Nurse Manager 161394 0 23972 0 3915 0 5374 0 30443 0 225098 0 0 0 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. Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION SOUTH LAKE HOSPITAL PROVIDES HIGH-QUALITY INPATIENT, OUTPATIENT AND EMERGENCY HEALTHCARE TO THE RESIDENTS OF SOUTHERN LAKE COUNTY AND PROMOTES HEALTHY LIFESTYLES TO THIS COMMUNITY. SINCE ITS FOUNDING IN 1947, SOUTH LAKE HOSPITAL HAS CONTINUALLY EXPANDED ITS SERVICES AND COMMUNITY OUTREACH TO BETTER SERVE SOUTH LAKE RESIDENTS. THAT COMMITMENT CULMINATED IN 2000 WITH THE OPENING OF ITS 180-ACRE HEALTH, WELLNESS AND EDUCATION CAMPUS. AS A 235-BED JCAHO-ACCREDITED ACUTE CARE HOSPITAL PLUS EMERGENCY CENTER AND PHYSICIAN OFFICES, SOUTH LAKE HOSPITAL HAS GROWN TO BECOME A CORNERSTONE OF THE SOUTH LAKE COMMUNITY. IT OFFERS A VARIETY OF MEDICAL SERVICES, INCLUDING DIAGNOSTIC IMAGING, CARDIOLOGY, GENERAL SURGERY, MINIMALLY INVASIVE SURGERY, ORTHOPEDICS, EMERGENCY CARE WITH DESIGNATION AS A PRIMARY STROKE CENTER. THE HOSPITAL RECENTLY OPENED AN EXPANSION TO THE EXISTING FACILITY, FEATURING AN EXPANDED ICU, NEW INTERMEDIATE CARE AND PROGRESSIVE CARE UNITS, AND AN EXPANSION AND RENOVATION OF THE SOUTH LAKE HOSPITAL CENTER FOR WOMEN AND BABIES. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, SOUTH LAKE HOSPITAL FACILITIES PROVIDED 58,657 DAYS OF INPATIENT CARE, 64,481 OUTPATIENT VISITS AND 88,339 EMERGENCY DEPARTMENT VISITS. IN ACCORDANCE WITH ITS MISSION, SOUTH LAKE HOSPITAL PROVIDED EXTENSIVE CARE TO PATIENTS WHO MEET ITS CHARITY CARE GUIDELINES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. SOUTH LAKE HOSPITAL ALSO OFFERS COMMUNITY EDUCATION, SCHOOL INITIATIVES AND SUPPORT GROUPS. AS A NOT-FOR-PROFIT HEALTHCARE PROVIDER, THE CULTURE OF CARING AT SOUTH LAKE HOSPITAL TOUCHES THE LIVES OF MANY THROUGHOUT CENTRAL FLORIDA. SOUTH LAKE HOSPITAL'S PHYSICIANS, EMPLOYEES AND VOLUNTEERS KNOW THAT HEALTHCARE EXTENDS BEYOND THE WALLS OF THE HOSPITAL. OUR DEDICATED MEDICAL PROFESSIONALS AND VOLUNTEERS CONTRIBUTE TO THE COMMUNITY OUTSIDE THE ORGANIZATION, EDUCATING THEIR NEIGHBORS AND PROVIDING MEDICAL CARE TO OTHERS IN THE REGION. SOUTH LAKE HOSPITAL DEMONSTRATES A COMMITMENT TO PROMOTING HEALTH, WELL-BEING, AND A CARING SPIRIT THROUGHOUT THE COMMUNITY BY ORGANIZING AND PROVIDING SERVICES RANGING FROM WELLNESS EVENTS AND SCREENINGS, TO FLU SHOTS AND HIGH SCHOOL PHYSICALS. THESE ACTIVITIES BRING LITTLE OR NO PAYMENT TO OUR HOSPITALS, BUT ARE SUSTAINED BECAUSE THEY ARE VALUABLE TO OUR REGION AND SUPPORT OUR MISSION. IN FY 2023, SOUTH LAKE HOSPITAL PROVIDED $12,884,429 IN CHARITY CARE, $2,579,647 IN COMMUNITY BENEFIT PROGRAMS AND $30,723,552 IN MEDICAID SHORTFALLS AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS. INCREASING ACCESS TO CARE EXAMPLES FROM KEY INITIATIVES ARE INCLUDED TO ILLUSTRATE THE TYPES OF SUCCESSES THESE PROGRAMS YIELD. IN FY 2023, SOUTH LAKE SUPPORTED THE EXPANSION OF THE MIDWIFE BUS WITH THE ADDITION OF A SECOND BUS THAT PROVIDED PRE- AND POST-NATAL SERVICES TO UNINSURED OR UNDERINSURED VULNERABLE PREGNANT WOMEN IN LAKE COUNTY WITH A FOCUS ON OUTREACH TO VULNERABLE ETHNIC RESIDENTS. THE MIDWIFE BUS PARTNERS WITH SOUTH LAKE HOSPITAL TO REFER PATIENTS FOR DELIVERY AND INFANT CARE. THIS PROGRAM AIMS TO SUPPORT AT LEAST 90 PREGNANT WOMEN LIVING IN LAKE COUNTY IN NEED OF MATERNAL SERVICES. THROUGH THE COMMUNITY GRANT PROGRAM, ORLANDO HEALTH SOUTH LAKE HOSPITAL PARTNERED WITH FIND, FEED AND RESTORE TO PROVIDE HOUSING SUPPORT TO INDIVIDUALS EXPERIENCING HOMELESSNESS IN FY 2023. THE GOAL OF THE HOUSING FIRST PROGRAM IS TO CREATE A STEPPING-STONE APPROACH TO SUPPORT INDIVIDUALS WHO NEED HOUSING ASSISTANCE SO THEY CAN WORK TOWARD LONG-TERM SELF-SUFFICIENCY. THE PROGRAM PROVIDES HOUSING AT NO COST FOR 6 TO 12 MONTHS WHILE THE INDIVIDUALS OR FAMILIES RECEIVE CASE MANAGEMENT SERVICES, WHICH INCLUDE FINANCIAL LITERACY CLASSES, WORKFORCE DEVELOPMENT, AND MENTAL HEALTH COUNSELING. AFTER THE 6- TO 12-MONTH PERIOD, THE CLIENT BEGINS TO PAY RENT. THE ULTIMATE GOAL IS FOR THE INDIVIDUAL TO BE EMPLOYED, HOUSED, AND GRADUATED FROM THE PROGRAM. DURING FY 2023, 16 FAMILIES, TOTALING 85 INDIVIDUALS, RECEIVED NO-COST HOUSING. IN ADDITION TO HOUSING, THE PROGRAM SUPPORTED 15 INDIVIDUALS RECEIVING MENTAL HEALTH COUNSELING, 46 INDIVIDUALS RECEIVING CASE MANAGEMENT SERVICES AND 20 INDIVIDUALS ENROLLED IN FINANCIAL LITERACY CLASSES. ORLANDO HEALTH SOUTH LAKE IDENTIFIED AN OPPORTUNITY TO INCREASE ACCESS TO DENTAL CARE BY PARTNERING WITH COMMUNITY HEALTH CENTERS THROUGH THE COMMUNITY GRANT PROGRAM. THE GOAL OF THE PROGRAM IS TO INCREASE ACCESS TO DENTAL CARE FOR RESIDENTS THROUGH THE ADDITION OF A FULL-TIME DENTIST AT THE COMMUNITY HEALTH CENTER'S LEESBURG CLINIC. PRIOR TO THE GRANT, THE LEESBURG CLINIC WAS THE ONLY COMMUNITY HEALTH CENTER IN LAKE COUNTY WITHOUT A DENTIST ON STAFF TO PROVIDE DENTAL CARE. THE FUNDING WILL ALLOW FOR THE ADDITION OF A DENTIST AT THE LEESBURG CLINIC, WHICH WILL INCREASE ACCESS TO REGULAR DENTAL CARE FOR UNINSURED OR UNDERINSURED ADULTS AND CHILDREN. IN FY 2023, 676 PATIENTS RECEIVED DENTAL CARE. THOSE PATIENTS WERE CARED FOR THROUGH MORE THAN 820 DENTAL VISITS, 428 DENTAL SEALANTS AND 333 FLUORIDE TREATMENTS. IN FY 2023, ORLANDO HEALTH SOUTH LAKE HOSPITAL PARTNERED WITH LIBBY'S LEGACY TO PROVIDE INCREASED ACCESS TO CANCER PREVENTION AND EDUCATION THROUGH THE COMMUNITY GRANT PROGRAM. LIBBY'S LEGACY PROVIDES TWO PROGRAMS TO CENTRAL FLORIDA, INCLUDING THE LAKE COUNTY COMMUNITY: A CANCER SCREENING INITIATIVE AND A MAMMOGRAM ACCESS PROJECT. THROUGH THIS PROGRAM, LIBBY'S LEGACY SUPPORTED 276 UNIQUE INDIVIDUALS WITH 411 BREAST-HEALTH SERVICE APPOINTMENTS. OF THOSE SEEN, 163 RECEIVED A MAMMOGRAM, AND ALL PATIENTS WITH ABNORMALITIES HAD FOLLOW-UP APPOINTMENTS SCHEDULED WITHIN TWO WEEKS OF DIAGNOSIS. ALL PATIENTS SCREENED RECEIVED BREAST-HEALTH EDUCATION AND 85 PERCENT OF CLIENTS INCREASED THEIR OVERALL COMPREHENSIVE BREAST-CARE KNOWLEDGE. TO INCREASE THE NUMBER OF ELIGIBLE CANDIDATES FOR THE HEALTHCARE WORKFORCE, ORLANDO HEALTH SOUTH LAKE HOSPITAL PARTNERED WITH LAKE SUMTER STATE COLLEGE THROUGH THE COMMUNITY GRANT PROGRAM. IN FISCAL YEAR 2022, GRANT FUNDING SUPPORTED EXPANDING THE COLLEGE'S HEALTHCARE WORKFORCE PROGRAM. THE GOAL IS TO ENHANCE THEIR ASSOCIATE OF NURSING EDUCATION PROGRAM BY EXPANDING THE DEDICATED EDUCATIONAL UNIT (DEU) DELIVERY MODEL. THIS WILL ENABLE THE INTRODUCTION OF THREE NEW PROGRAMS FOR STUDENTS: MEDICAL LAB TECHNICIAN, RESPIRATORY THERAPY AND PHYSICAL THERAPY ASSISTANT. DURING THE FIRST YEAR OF IMPLEMENTATION, LAKE SUMTER STATE COLLEGE OPENED THE DEU AND HELD ITS FIRST CLINICAL ORIENTATION FOR 16 NEWLY ENROLLED STUDENTS. THE GOAL OF THE PROGRAM IS TO ENROLL 100 STUDENTS EACH YEAR WHO COMPLETE THE REQUIREMENTS TO BECOME A REGISTERED NURSE. THROUGH SUPPORTING FUNDS, THE PROGRAMS WERE ABLE TO INCREASE CAPACITY AND ENROLLMENT BY 30 PERCENT FOR FALL 2023. THE NEW BEGINNINGS OF CENTRAL FLORIDA PROGRAM AIMS TO PROVIDE HOUSING, FOOD, CLOTHING, PROFESSIONAL COUNSELING, SOCIAL SERVICES AND EDUCATION FOR UNDERSERVED, HOMELESS, FOOD INSECURE, POVERTY-STRICKEN INDIVIDUALS LIVING IN LAKE COUNTY. THEY OFFER SEVERAL PROGRAMS THAT EMPOWER RESIDENTS TO ACHIEVE ECONOMIC STABILITY THROUGH HOUSING, JOB AND LIFE-SKILL CLASSES, EMERGENCY GROCERIES AND MORE. FROM OCTOBER 2022 TO SEPTEMBER 2023, 14 INDIVIDUALS WERE PLACED IN TRANSITIONAL HOUSING, AND MORE THAN 400 HOUSEHOLDS WERE PROVIDED PERMANENT SUPPORTIVE HOUSING. MORE THAN 135 FAMILIES PRESENTED WITH EMERGENCY NEEDS, FOR WHICH NEW BEGINNINGS PROVIDED OVER $14,000 IN SUPPORT SERVICES AND RESOURCES. EMERGENCY FOOD TOTALING 2,585 BOXES PROVIDED RELIEF TO 117 NEW BEGINNINGS FAMILIES. QUALITY IN KEEPING WITH ITS MISSION TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES IT SERVES, ORLANDO HEALTH IS COMMITTED TO CONSISTENTLY DELIVERING THE HIGHEST QUALITY CARE FOR ADULT AND PEDIATRIC PATIENTS AT ALL LEVELS OF MEDICAL COMPLEXITY. IN THIS WAY, THE ORGANIZATION DEMONSTRATES NOT ONLY ITS CORE VALUES BUT HOW IT ELEVATES THE LIVES OF ITS PATIENTS. EXAMPLES OF ORLANDO HEALTH CONTINUOUS IMPROVEMENT EFFORTS INCLUDE: DEDICATED LEADERSHIP RESOURCES FOCUSED ON QUALITY OUTCOMES EACH ORLANDO HEALTH HOSPITAL QUALITY TEAM IS LED BY AN ONSITE CHIEF QUALITY OFFICER (CQO) OR CHIEF MEDICAL OFFICER (CMO). THESE EXPERIENCED PHYSICIANS AND ADVANCED PRACTITIONERS OVERSEE REVIEWS OF EVERY MORTALITY, COMPLICATION, AND SERIOUS SAFETY EVENT AT THEIR RESPECTIVE CAMPUS. THESE CLINICAL EXECUTIVES ALSO ARE RESPONSIBLE FOR ACTIVELY IDENTIFYING CARE GAPS AND IMPLEMENTING SOLUTIONS TO ENSURE OUTCOMES ARE OPTIMIZED. AS AN EXAMPLE, AGGRESSIVE AND WELL-COORDINATED CORRECTIVE ACTIONS IMPLEMENTED AT EVERY SITE IN RESPONSE TO HEALTHCARE ASSOCIATED INFECTIONS (HAI) HAS RESULTED IN WORLD-CLASS PERFORMANCE IN REDUCING THIS AVOIDABLE COMPLICATION OF CARE. Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION (CONTINUED) COMMITMENT TO REDUCING AVOIDABLE MORTALITY MORTALITY RATE IS A CRITICAL MEASURE OF QUALITY OF CARE IN ACUTE CARE SETTINGS. ORLANDO HEALTH HOSPITALS CONTINUE TO SHOW EXCEPTIONAL PERFORMANCE IN ALL-CAUSE INPATIENT MORTALITY AND CONTINUALLY IMPROVING PERFORMANCE IN DISEASE-SPECIFIC, 30-DAY MORTALITY MEASURES WHEN COMPARED TO PEER ORGANIZATIONS. SYSTEMWIDE EFFORTS TO REDUCE MORTALITY ARE COORDINATED BY A CORPORATE QUALITY TEAM THAT WORKS CLOSELY WITH EACH SITE'S QUALITY LEADERSHIP. ALL MORTALITIES ARE REVIEWED FOR OPPORTUNITIES FOR IMPROVEMENT, RESULTING IN SIGNIFICANT CLINICAL AND OPERATIONAL ENHANCEMENTS. ONE EXAMPLE IS THE IMPLEMENTATION OF IMPROVED EARLY WARNING SYSTEMS THAT ALERT CLINICIANS ABOUT DETERIORATION OF A PATIENT'S CONDITIONS BEFORE ADDITIONAL CONSEQUENCES ENSUE. THIS EFFORT ENABLES EARLIER INTERVENTION AND HAS DIRECTLY IMPACTED MORTALITY MEASURES AT ALL SITES. FOCUS ON REDUCING HEALTHCARE ASSOCIATED INFECTIONS (HAI) A MULTI-YEAR, SYSTEMWIDE CAMPAIGN TO REDUCE HAIS HAS SIGNIFICANTLY REDUCED THESE HARM EVENTS ACROSS ORLANDO HEALTH HOSPITALS. TO DATE, ORLANDO HEALTH HOSPITALS ARE AMONG THE TOP PERFORMERS IN THE COUNTRY IN AVOIDING HAIS, REDUCING MORBIDITY FOR PATIENTS AND UNNECESSARY COSTS OF CARE. TO REACH THIS GOAL, THE ORGANIZATION DEVELOPED BEST-PRACTICE PREVENTION BUNDLES FOR EACH INFECTION TYPE, CLOSELY MONITORED PROCESS AND OUTCOME MEASURES, INCREASED AWARENESS OF HAI OCCURRENCES ACROSS ALL LEVELS OF LEADERSHIP, AND COMMUNICATED OPPORTUNITIES FOR IMPROVEMENT IN A SYSTEMATIC WAY. THIS ENABLED ALL SITES TO PROACTIVELY IMPLEMENT SOLUTIONS TO COMMON PROBLEMS OCCURRING BEYOND THEIR DIRECT SCOPE OF RESPONSIBILITY. ENGAGEMENT OF THE MEDICAL STAFF ACROSS THE ORGANIZATION TO SUPPORT QUALITY IMPROVEMENT AS THE VISIBLE CLINICAL LEADERS IN ANY HEALTHCARE SETTING, PHYSICIANS ON THE FRONTLINE AND IN LEADERSHIP POSITIONS ARE CRITICAL TO DELIVERING THE BEST CARE POSSIBLE. ORLANDO HEALTH HAS ACTIVELY ENGAGED ITS MEDICAL STAFF IN NUMEROUS EFFORTS TO IMPROVE OUTCOMES, ENVISION MORE EFFECTIVE AND EFFICIENT CLINICAL PROCESSES, AND DEVELOP SOLUTIONS FOR COMPLEX PROBLEMS. RECENT RESTRUCTURING OF THE PHYSICIAN PEER REVIEW PROCESS NOW MORE HEAVILY RELIES ON MEDICAL STAFF MEMBERS APPOINTED TO SITE-SPECIFIC AND SYSTEM-LEVEL COMMITTEES TO REVIEW AND ADDRESS QUALITY CONCERNS INVOLVING OTHER MEDICAL STAFF MEMBERS. ADDITIONALLY, PHYSICIAN LEADERS ARE PRINCIPAL MEMBERS OF CLINICAL AND OPERATIONAL WORKGROUPS TO ADDRESS PROBLEMS SUCH AS REDUCING AVOIDABLE READMISSIONS, REVIEWING MORTALITIES, IMPLEMENTING NEW MEDICAL DEVICES, AND OPTIMIZING INFORMATION TECHNOLOGIES TO IMPROVE CARE. THIS LEVEL OF ENGAGEMENT IS A DIRECT RESULT OF THE CLOSE AND MUTUALLY SUPPORTIVE RELATIONSHIP BETWEEN THE ORLANDO HEALTH MEDICAL STAFF AND ADMINISTRATIVE LEADERSHIP. ACHIEVING RECOGNITION FOR QUALITY FROM TOP-TIER EXTERNAL ORGANIZATIONS SOUTH LAKE HOSPITAL WAS NAMED ONE OF THE NATION'S 100 TOP HOSPITALS (FORMERLY KNOWN AS THE WATSON 100 TOP HOSPITALS LIST) BY FORTUNE AND PINC AI BASED ON OBJECTIVE, QUANTITATIVE ANALYSIS OF PUBLICLY AVAILABLE DATA. THE PROGRAM'S PRIMARY PURPOSE IS TO INSPIRE HOSPITAL AND HEALTH SYSTEM LEADERS TO PURSUE HIGHER PERFORMANCE AND DELIVER ADDED VALUE TO PATIENTS AND COMMUNITIES. THE HOSPITAL WAS NAMED NO. 12 AMONG THE 20 TOP MEDIUM COMMUNITY HOSPITALS. U.S. NEWS & WORLD REPORT FOR 2023-2024 RECOGNIZED SOUTH LAKE AS A REGIONAL BEST HOSPITAL AND NATIONALLY HIGH-PERFORMING IN SEVEN CATEGORIES: CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), DIABETES, HEART ATTACK, HEART FAILURE, KIDNEY FAILURE, PNEUMONIA, AND STROKE. FOR THE FALL 2023 GRADING PERIOD, ORLANDO HEALTH SOUTH LAKE RECEIVED AN "A" GRADE FOR PATIENT SAFETY FROM THE LEAPFROG GROUP, AN INDEPENDENT NONPROFIT ORGANIZATION COMMITTED TO DRIVING QUALITY, SAFETY AND TRANSPARENCY IN THE U.S. HEALTH SYSTEM. IT WAS THE HOSPITAL'S 11TH CONSECUTIVE "A" GRADE. THE AMERICAN HEART ASSOCIATION (AHA) HONORED FIVE ORLANDO HEALTH HOSPITALS, INCLUDING SOUTH LAKE, FOR CONSISTENTLY FOLLOWING THE MOST UP-TO-DATE, RESEARCH-BASED GUIDELINES FOR THE TREATMENT OF STROKE. ORLANDO HEALTH SOUTH LAKE RECEIVED A GET WITH THE GUIDELINES STROKE GOLD PLUS DESIGNATION FOR MEETING ADDITIONAL QUALITY MEASURES IN STROKE CARE. SOUTH LAKE RECEIVED THE NATIONAL SAFE SLEEP HOSPITAL CERTIFICATION GOLD FOR IMPLEMENTING HOSPITAL-WIDE BEST PRACTICES AND EDUCATING PARENTS AND CAREGIVERS ON SLEEP SAFETY TO HELP PREVENT SUDDEN INFANT DEATH SYNDROME (SIDS). THE RECOGNITION IS CONFERRED BY CRIBS FOR KIDS, A NATIONAL ORGANIZATION THAT ADVOCATES FOR THE STANDARDIZATION OF SAFE SLEEP PRACTICES IN ALIGNMENT WITH THE AMERICAN ACADEMY OF PEDIATRICS (AAP) GUIDELINES. ORLANDO HEALTH WAS HONORED BY THE AMERICAN MEDICAL ASSOCIATION (AMA) AS A JOY IN MEDICINE RECOGNIZED ORGANIZATION AT THE SILVER LEVEL FOR DEMONSTRATING A COMMITMENT TO PRESERVING THE WELL-BEING OF PHYSICIANS THROUGH PROVEN EFFORTS TO COMBAT WORK-RELATED STRESS AND BURNOUT. THE PRESTIGIOUS AMA DESIGNATION WAS GRANTED TO ONLY 72 ORGANIZATIONS IN 2023. FOR THE FOURTH CONSECUTIVE YEAR, ORLANDO HEALTH HAS BEEN NAMED AMONG THE 150 TOP PLACES TO WORK IN HEALTHCARE FOR 2023 BY BECKER'S HEALTHCARE. THE NATIONAL LIST, PUBLISHED IN BECKER'S HOSPITAL REVIEW, FEATURES ORGANIZATIONS COMMITTED TO ADVOCATING FOR DIVERSITY IN THE WORKPLACE, PROMOTING WORK-LIFE BALANCE AND BOOSTING TEAM MEMBER ENGAGEMENT. THE LIST MADE SPECIAL NOTE OF ORLANDO HEALTH'S INNOVATIVE PATHWAYS PROGRAM, WHICH LAUNCHED IN 2021 TO PROVIDE TEAM MEMBERS WITH A MULTITUDE OF RESOURCES TO HELP OVERCOME FINANCIAL HARDSHIPS CAUSED BY SOCIAL DETERMINANTS. ORLANDO HEALTH WAS SELECTED AS AN ORLANDO SENTINEL TOP WORKPLACE FOR 2023, RECOGNIZING COMPANIES IN CENTRAL FLORIDA THAT DEMONSTRATE A POSITIVE WORK ENVIRONMENT AND HEALTHY WORKPLACE CULTURE. HONOREES ARE SELECTED BASED ENTIRELY ON EMPLOYEE FEEDBACK GATHERED THROUGH AN ANONYMOUS WORKPLACE SURVEY. Form 990, Part VI, Line 15 OFFICERS 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 CARY DTONA, AMIT VARMA MD, LANCE SEWELL, AND LESLIE FLAKE HAD A BUSINESS RELATIONSHIP. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE VOTING MEMBER OF SOUTH LAKE HOSPITAL, 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 TAX-EXEMPT PARENT ORGANIZATION, ELECTS AND APPROVES ALL BOARD MEMBERS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ORLANDO HEALTH, INC., SOLE MEMBER OF SOUTH LAKE HOSPITAL, INC. ("CORPORATION") SHALL HAVE THE FOLLOWING RESERVED POWERS, IN ADDITION TO OTHER POWERS SET FORTH IN THE BYLAWS, TO: AMEND THE BYLAWS OF THE CORPORATION; ELECT, APPOINT OR REMOVE ANY MEMBER OF ANY COMMITTEE OR ANY DIRECTOR, OR OFFICER; AMEND THE ARTICLES OF INCORPORATION OF CORPORATION; ADOPT A PLAN OF MERGER OR CONSOLIDATION, AUTHORIZE THE SALE, LEASE, EXCHANGE OR MORTGAGE OF THE PROPERTY AND ASSETS OF THE CORPORATION; AUTHORIZE DISSOLUTION OR LIQUIDATION OF THE CORPORATION; ADOPT A PLAN FOR DISTRIBUTION OF THE ASSETS OF THE CORPORATION; AND/OR TO AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS. NEITHER THE BOARD OF DIRECTORS NOR ANY COMMITTEE OF THE BOARD SHALL HAVE THE AUTHORITY TO EXERCISE ANY POWER RESERVED TO MEMBER OR OTHERWISE EXTENDED TO MEMBER UNDER THESE BYLAWS. THE CEO OF MEMBER SHALL HAVE FULL AUTHORITY TO TAKE ANY ACTION OR EXECUTE ANY POWER OR RESPONSIBILITY OF ON BEHALF OF MEMBER UNDER THESE BYLAWS. 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 VIII, Line 2f Other Program Service Revenue - Total Revenue: 4220544, Related or Exempt Function Revenue: 4220544, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Reconciliation of Net Assets As a result of meeting certain metrics, a grant of $55,000,000 from Live Well Foundation of South Lake, Inc. was reported in Other Changes in Net Assets or Fund Balances for the tax year ending September 30, 2022 (FY2022). This amount was recognized in Temporarily Restricted Net Assets as a restricted fund during FY2022 and has been utilized towards the construction of capital projects for South Lake Hospital, Inc. facilities to further the health and well-being of the South Lake County community. Form 990, Part XI, Line 9 Other changes in net assets or fund balances ROUNDING - 492; NET ASSETS RELEASED FROM RESTRICTION - TEMP - -15092000; NET REALIZED/UNREALIZED GAINS/LOSSES - TEMP RESTRICTED - 120000; CONTRIBUTIONS - TEMP RESTRICTED - 286000; NET ASSETS RELEASED FROM RESTRICTION - EQUIP - 15000000; ORLANDO HEALTH FOUNDATION INC 3160 SOUTHGATE COMMERCE BLVD ORLANDO FL 32806 592244943 SUPPORT OH FL 501(c)(3) 7 OHI false ORLANDO HEALTH INC 1414 KUHL AVENUE ORLANDO FL 32806 591726273 HEALTHCARE FL 501(c)(3) 3 NA false ORLANDO PHYSICIANS NETWORK INC 1414 KUHL AVENUE ORLANDO FL 32806 593110868 SUPPORT OH FL 501(c)(3) Type I OHI false GREATER ORLANDO CHILDREN'S MIRACLE NETWORK 3160 SOUTHGATE COMMERCE BLVD ORLANDO FL 32806 593452974 SUPPORT OHF FL 501(c)(3) 7 OHF false ORLANDO HEALTH MEDICAL GROUP INC 1414 KUHL AVENUE ORLANDO FL 32806 593259553 PHYSICIAN SUPPORT SERVICES FL 501(c)(3) Type I OHI false ORLANDO HEALTH CENTRAL INC 10000 W COLONIAL DRIVE OCOEE FL 34761 800764192 HEALTHCARE FL 501(c)(3) 3 OHI false OHI WEST INC 1414 KUHL AVENUE ORLANDO FL 32806 845074208 HEALTHCARE FL 501(c)(3) 3 OHI false HEALTHNET SERVICES INC & SUBS 1414 KUHL AVENUE ORLANDO FL 32806 592246203 MEDICAL SVCS FL NA C Corporation false ORLANDO CANCER CENTER INC 1414 KUHL AVENUE ORLANDO FL 32806 593005020 MEDICAL SVCS FL NA C Corporation false false false false false false false false false false true true false true false true true false false false Orlando Health Inc P 156037112 FMV Orlando Health Inc O 102957062 FMV Orlando Health Inc K 5058261 FMV Orlando Health Inc M 772059 FMV Orlando Health Inc J 68959 FMV Orlando Health Medical Group Inc J 492148 FMV Orlando Physicians Network Inc J 125060 FMV