Nonprofit · EIN 59-2244943
ORLANDO HEALTH FOUNDATION INC
Tax-exempt · ORLANDO, FL 32806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $69,739,318 | $11,749,532 | $57,989,786 | $270,174,889 | $2,150,193 | $268,024,696 |
| September 30, 2024 | 990 | $36,440,177 | $16,918,819 | $19,521,358 | $278,561,906 | $2,274,044 | $276,287,862 |
| September 30, 2023 | 990 | $33,936,893 | $15,444,351 | $18,492,542 | $230,273,480 | $2,047,130 | $228,226,350 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $31,629,183
- of which government grants
- $948,312
- Program service revenue
- $0
- Investment income
- $36,777,208
- Net gain from sales of assets
- $32,305,108
- Net income from fundraising events
- $1,332,927
- Other revenue
- $1,332,927
Expenses
- Grants and similar amounts paid
- $11,560,327
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $11,560,327
- Management and general (functional)
- $85,538
- Fundraising (functional)
- $103,667
Balance sheet and other
- Total assets, start of year
- $278,561,906
- Total assets, end of year
- $270,174,889
- Total liabilities, end of year
- $2,150,193
- Net assets, end of year
- $268,024,696
- Publicly traded securities
- $218,543,706
- Net assets without donor restrictions
- $91,948,989
- Net assets with donor restrictions
- $176,075,707
- Gross receipts
- $209,973,880
- Employees
- 67
- Volunteers
- 500
- Year formed
- 1982
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID W STRONG | FORMER BOARD MEMBER Former | 0 | $0 | $8,827,623 | $612,222 |
| JAMAL A HAKIM MD | FORMER BOARD MEMBER, VICE CHAIRMAN Former | 0 | $0 | $3,124,700 | $52,137 |
| LESLIE FLAKE | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $0 | $2,603,928 | $181,071 |
| ERICK R HAWKINS | BOARD MEMBER, VICE CHAIRPERSON Trustee or director, Officer | 2 | $0 | $2,271,133 | $161,511 |
| BERNADETTE SPONG | INTERIM CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $1,223,715 | $17,478 |
| CARY J DTONA | BOARD MEMBER Trustee or director | 2 | $0 | $1,093,822 | $142,148 |
| JOHN W BOZARD | PRESIDENT OH FOUNDATION, CHAIRPERSON Trustee or director, Officer | 2 | $0 | $1,099,084 | $70,335 |
| JOHN MILLER | BOARD MEMBER, SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $788,216 | $110,746 |
| MARK A JONES | FOUNDATION, EXECUTIVE VP Highest-paid employee | 55 | $829,170 | $0 | $51,109 |
| KAREN THORNTON JENSEN | FOUNDATION SR. VP Highest-paid employee | 55 | $306,696 | $0 | $26,137 |
| JANET C MORROW | FOUNDATION SR. VP Highest-paid employee | 55 | $275,909 | $0 | $53,747 |
| BLAKE S BARD | FOUNDATION SR VP/EXE DIR, OH FOUNDATION WEST FL Highest-paid employee | 55 | $256,839 | $0 | $69,540 |
| ZACHARY JAMES KALLENBACH | FOUND SR VP/EXE DIR, OH CHILDREN'S FOUNDATION Highest-paid employee | 55 | $257,478 | $0 | $49,761 |
990 for the year ended September 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| David W Strong | Former Board Member Former | 0 | $0 | $8,173,867 | $405,638 |
| Jamal A Hakim MD | Former Board member, Vice Chairman Former | 0 | $0 | $3,006,604 | $49,817 |
| Leslie Flake | Chief Financial Officer (Until July 2024) Officer | 1 | $0 | $2,099,622 | $174,203 |
| Erick R Hawkins | Board member, Vice Chairperson Trustee or director, Officer | 2 | $0 | $2,044,768 | $151,234 |
| John W Bozard | President OH Foundation, Chairperson Trustee or director, Officer | 2 | $0 | $1,071,581 | $68,493 |
| Cary J Dtona | Board member Trustee or director | 2 | $0 | $834,335 | $115,173 |
| John Miller | Board member, Secretary/Treasurer Trustee or director, Officer | 2 | $0 | $751,801 | $107,495 |
| Bernadette Spong | Interim Chief Financial Officer (As of July 2024) Officer | 1 | $0 | $797,040 | $13,667 |
| Karen Thornton Jensen | Foundation Sr. VP Highest-paid employee | 55 | $305,227 | $0 | $25,747 |
| Matthew J Lilly | Found Sr. VP/Exe Dir, OHF Highest-paid employee | 55 | $243,690 | $0 | $69,776 |
| Janet C Morrow | Foundation Sr. VP Highest-paid employee | 55 | $261,430 | $0 | $51,792 |
| Zachary James Kallenbach | Found SR VP/Exe Dir, OH Children's Foundation Highest-paid employee | 55 | $252,005 | $0 | $48,657 |
| Blake S Bard | Found SR VP/Exe Dir, OH Foundation West FL Highest-paid employee | 55 | $242,230 | $0 | $52,030 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| David W Strong | Former Board Member Former | 0 | $0 | $6,064,793 | $533,916 |
| Jamal A Hakim MD | Former Board Member, Vice Chairman Former | 0 | $0 | $2,333,124 | $276,594 |
| Bernadette Spong | Former Board Member, Secretary/Treasurer Former | 0 | $0 | $2,255,863 | $33,795 |
| Erick R Hawkins | Board member, Vice Chairperson Trustee or director, Officer | 2 | $0 | $1,725,867 | $176,509 |
| John W Bozard | President OH Foundation, Chairperson Trustee or director, Officer | 30 | $0 | $1,018,423 | $55,257 |
| Leslie Flake | Chief Financial Officer, OH Officer | 2 | $0 | $741,212 | $78,214 |
| Cary J Dtona | Board member Trustee or director | 2 | $0 | $693,303 | $110,176 |
| John Miller | Board member, Secretary/Treasurer Trustee or director, Officer | 2 | $0 | $633,902 | $105,375 |
| Karen Thornton Jensen | Foundation VP, OH Highest-paid employee | 55 | $303,099 | $0 | $19,476 |
| Janet C Morrow | Foundation VP, Planned Gifts Highest-paid employee | 55 | $243,988 | $0 | $44,891 |
| Matthew J Lilly | Foundation VP, Planned Gifts Highest-paid employee | 55 | $216,479 | $0 | $59,894 |
| Zachary James Kallenbach | Foundation VP, APMC Highest-paid employee | 55 | $224,408 | $0 | $47,766 |
| Tori Blyth Spradlin | Foundation VP, OH Highest-paid employee | 55 | $200,325 | $0 | $53,361 |
Address and contacts
- Address (IRS master file)
- 3160 SOUTHGATE COMMERCE BLVD STE 50, ORLANDO, FL 32806-8551
- In care of
- % LESLIE FLAKE
- Principal officer (990 for 2024)
- JOHN W BOZARD, 3160 SOUTHGATE COMMERCE BLVD 50, ORLANDO, FL 32806
- Signed the 990
- ERICK HAWKINS, CFO
- Phone
- (321) 841-5194
- Return prepared by
- ERNST & YOUNG US LLP
Mission
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.
Program accomplishments
- SEE SCHEDULE OExpenses $11,560,327 · grants $11,560,327
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 59-2244943
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $270,174,889
- Income (IRS master file)
- $209,973,880
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $69,739,318 | $11,749,532 | $270,174,889 | XML |
| 990 | September 2024 | $36,440,177 | $16,918,819 | $278,561,906 | XML |
| 990 | September 2023 | $33,936,893 | $15,444,351 | $230,273,480 | XML |
| 990 | September 2022 | $26,682,464 | $11,311,691 | $196,316,908 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2244943).
Questions about ORLANDO HEALTH FOUNDATION INC
- What is the EIN of ORLANDO HEALTH FOUNDATION INC?
- The employer identification number (EIN) of ORLANDO HEALTH FOUNDATION INC is 59-2244943.
- Is ORLANDO HEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to ORLANDO HEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORLANDO HEALTH FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORLANDO HEALTH FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORLANDO HEALTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ORLANDO HEALTH FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names JOHN W BOZARD.
- Who are the officers and directors of ORLANDO HEALTH FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 13 people; 5 received compensation from the organization.
- How much revenue does ORLANDO HEALTH FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $69,739,318, expenses of $11,749,532 and total assets of $270,174,889 at year end.
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