Orlando Health Foundation Inc (EIN 592244943) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Phone

3218415194

Tax Period

2023-10-01 to 2024-09-30

Orlando Health Foundation Inc, founded in 1982, is a mid-sized nonprofit in the Health Care sector that reported $36.4M in total revenue in fiscal year 2023. The organization ran a surplus of $19.5M, a strong 54% operating margin.

Mission

TO SUPPORT THE STRATEGIC PRIORITIES OF ORLANDO HEALTH THROUGH PHILANTHROPY. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS AND ANNUAL MAJOR AND PLANNED GIFT FUNDRAISING EFFORTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $29,615,166

Program Service Revenue $0

Investment Income $5,920,466

Other Revenue $904,545

TOTAL REVENUE $36,440,177

Expense Breakdown

Grants Paid $13,165,160

Salaries & Benefits $0

Fundraising Expenses $1,010,088

Program Expenses $13,165,160

Other Expenses $3,753,659

TOTAL EXPENSES $16,918,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,440,177	$33,936,893	+0.1%
Expenses	$16,918,819	$15,444,351	+0.1%
Net Income	$19,521,358	$18,492,542	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

500

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$7,279,904

Total Directors

$5,144,880

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erick R Hawkins	Board member, Vice Chairperson	2.0	Officer Director	$0	$151,234	$2,196,002
John Miller	Board member, Secretary/Treasurer	2.0	Officer Director	$0	$107,495	$859,296
John W Bozard	President OH Foundation, Chairperson	2.0	Officer Director	$0	$68,493	$1,140,074
Cary J Dtona	Board member	2.0	Director	$0	$115,173	$949,508
Bernadette Spong	Interim Chief Financial Officer (As of July 2024)	1.0	Officer	$0	$13,667	$810,707
Leslie Flake	Chief Financial Officer (Until July 2024)	1.0	Officer	$0	$174,203	$2,273,825
Blake S Bard	Found SR VP/Exe Dir, OH Foundation West FL	55.0	Highest	$242,230	$52,030	$294,260
Janet C Morrow	Foundation Sr. VP	55.0	Highest	$261,430	$51,792	$313,222
Karen Thornton Jensen	Foundation Sr. VP	55.0	Highest	$305,227	$25,747	$330,974
Matthew J Lilly	Found Sr. VP/Exe Dir, OHF	55.0	Highest	$243,690	$69,776	$313,466
Zachary James Kallenbach	Found SR VP/Exe Dir, OH Children's Foundation	55.0	Highest	$252,005	$48,657	$300,662
David W Strong	Former Board Member	0.0		$0	$405,638	$8,579,505
Jamal A Hakim MD	Former Board member, Vice Chairman	0.0		$0	$49,817	$3,056,421

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$36,440,177	$16,918,819	$278,561,906	$19,521,358
2023	$33,936,893	$15,444,351	$230,273,480	$18,492,542
2022	$26,682,464	$11,311,691	$196,316,908	$15,370,773
2021	$32,299,852	$6,626,898	$213,777,339	$25,672,954
2020	$32,697,940	$6,672,202	$176,106,303	$26,025,738
2019	$24,686,099	$8,862,261	$166,276,551	$15,823,838
2018	$18,651,023	$15,741,791	$152,479,420	$2,909,232

Orlando Health Foundation Inc