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Nonprofiteer
← OHI WEST INC

Form 990 for tax year 2023

Filed by OHI WEST INC.

Totals

Total revenue
$456,843,634
Total expenses
$412,105,980
Contributions and grants received
$373,341
Grants paid
$3,000,000
Program service revenue
$454,949,863
Investment income
$0
Other revenue
$1,520,430
Total assets, end of year
$426,391,361
Total liabilities, end of year
$206,742,276
Net assets or fund balances, end of year
$219,649,085
Program services expenses (Part IX)
$311,694,509
Management and general expenses
$100,411,471
Fundraising expenses
$0
Program service expenses (Part III)
$311,694,509

Program services were 75.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $373,341

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $393,080,042 · related or exempt $393,063,605 · unrelated business $16,437

  • 2b · Program service revenue: LIP TIER 3 STATE REVENUE

    total $15,000,000 · related or exempt $15,000,000

  • 2c · Program service revenue: ST OF FL TEACHING AND IG

    total $2,989,251 · related or exempt $2,989,251

  • 2d · Program service revenue: ST OF FL SPECIAL MEDICAID PMTS

    total $36,098,771 · related or exempt $36,098,771

  • 2f · All other program service revenue

    total $7,781,799 · related or exempt $6,078,268 · unrelated business $1,703,531 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: CAFETERIA SALES

    total $1,520,430 · related or exempt $1,520,430

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,520,430

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,000,000 · program services $3,000,000

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $893,762 · management and general $893,762

  • 7 · Other salaries and wages

    total $130,543,973 · program services $104,767,581 · management and general $25,776,392

  • 9 · Other employee benefits

    total $32,315,098 · program services $25,378,095 · management and general $6,937,003

  • 10 · Payroll taxes

    total $9,408,140 · program services $7,630,632 · management and general $1,777,508

  • 11c · Fees: accounting

    total $6,890 · management and general $6,890

  • 11d · Fees: lobbying

    total $3,432 · program services $3,432

  • 11f · Fees: investment management

    total $4,879 · management and general $4,879

  • 11g · Fees: other

    total $32,617,688 · program services $25,275,354 · management and general $7,342,334 · fundraising $0

  • 12 · Advertising and promotion

    total $73,997 · program services $52,719 · management and general $21,278

  • 13 · Office expenses

    total $15,200,557 · program services $11,469,580 · management and general $3,730,977

  • 14 · Information technology

    total $525,110 · program services $506,161 · management and general $18,949

  • 16 · Occupancy

    total $47,843,772 · program services $15,777,520 · management and general $32,066,252

  • 17 · Travel

    total $233,802 · program services $146,653 · management and general $87,149

  • 20 · Interest

    total $5,279,479 · program services $32,554 · management and general $5,246,925

  • 22 · Depreciation, depletion and amortization

    total $18,828,648 · program services $13,222,432 · management and general $5,606,216

  • 23 · Insurance

    total $8,444,551 · management and general $8,444,551

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $64,715,027 · program services $64,715,027

  • 24b · Other expenses: PUBLIC ASSISTANCE ASSESSMENT

    total $27,956,142 · program services $27,956,142

  • 24c · Other expenses: PROFESSIONAL FEES

    total $12,428,682 · program services $10,325,828 · management and general $2,102,854

  • 24d · Other expenses: INDIGENT CARE DISCHARGES

    total $1,126,610 · program services $1,126,610

  • 24e · All other expenses

    total $655,741 · program services $308,189 · management and general $347,552 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $408,942 · end of year $1,670

  • 4 · Accounts receivable

    beginning of year $47,584,968 · end of year $75,534,147

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $10,901,133 · end of year $11,155,917

  • 9 · Prepaid expenses and deferred charges

    beginning of year $299,487 · end of year $300,423

  • 10a · Land, buildings and equipment: cost or other basis

    $295,130,797

  • 10b · Land, buildings and equipment: accumulated depreciation

    $47,020,360

  • 10c · Land, buildings and equipment, net

    beginning of year $239,873,163 · end of year $248,110,437

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $91,234,754 · end of year $89,239,918

  • 15 · Other assets

    beginning of year $5,135,467 · end of year $2,048,849

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,310,043 · end of year $25,065,852

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $70,394,686 · end of year $69,917,543

  • 25 · Other liabilities

    beginning of year $129,571,754 · end of year $111,758,881

  • 27 · Net assets without donor restrictions

    beginning of year $173,161,431 · end of year $219,473,228

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $175,857

Mission and programs · 2023

Mission

OHI WEST IS A TRUSTED LEADER INSPIRING HOPE THROUGH THE ADVANCEMENT OF HEALTH. OUR MISSION IS TO IMPROVE THE HEALTH OF OUR COMMUNITY BY PROVIDING SAFE, QUALITY HEALTHCARE SERVICES IN AN ATMOSPHERE OF CARING.

Activities or mission (Part I)

TO IMPROVE THE HEALTH OF OUR COMMUNITY BY PROVIDING SAFE, QUALITY HEALTHCARE SERVICES IN AN ATMOSPHERE OF CARING.

  • SEE SCHEDULE O

    Expenses $311,694,509 · Grants $3,000,000 · Revenue $456,470,293

As filed on the 2023 return.

Listed in Part VII

  • Jamal A Hakim MD

    Board member, Chairman

    Total calculated
    $3,056,421
    From this org
    $0
    From related orgs
    $3,006,604
    Other
    $49,817
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $983,114 related
    Bonus
    $0 + $1,442,488 related
    Other
    $0 + $581,002 related
    Deferred
    $0 + $19,595 related
    Nontaxable benefits
    $0 + $30,222 related
    Filer's total
    $0 + $3,056,421 related

  • John A Moore

    Board member, President

    Total calculated
    $953,386
    From this org
    $818,803
    From related orgs
    $0
    Other
    $134,583
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $476,956
    Bonus
    $244,971
    Other
    $96,876
    Deferred
    $95,548
    Nontaxable benefits
    $39,035
    Filer's total
    $953,386

  • Mildred Denise Beam

    Board member, Vice Chairman

    Total calculated
    $990,573
    From this org
    $0
    From related orgs
    $897,006
    Other
    $93,567
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,293 related
    Bonus
    $0 + $337,817 related
    Other
    $0 + $105,896 related
    Deferred
    $0 + $73,137 related
    Nontaxable benefits
    $0 + $20,430 related
    Filer's total
    $0 + $990,573 related

  • Novlet P Mattis

    Board member, Secretary/Treasurer

    Total calculated
    $1,183,441
    From this org
    $0
    From related orgs
    $1,072,152
    Other
    $111,289
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $565,583 related
    Bonus
    $0 + $415,832 related
    Other
    $0 + $90,737 related
    Deferred
    $0 + $98,590 related
    Nontaxable benefits
    $0 + $12,699 related
    Filer's total
    $0 + $1,183,441 related

  • Bernadette Spong

    Interim Chief Financial Officer (As of July 2024)

    Total calculated
    $810,707
    From this org
    $0
    From related orgs
    $797,040
    Other
    $13,667
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $46,600 related
    Bonus
    $0 + $604,993 related
    Other
    $0 + $145,447 related
    Deferred
    $0 + $13,667 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $810,707 related

  • Leslie Flake

    Chief Financial Officer (Until July 2024)

    Total calculated
    $2,273,825
    From this org
    $0
    From related orgs
    $2,099,622
    Other
    $174,203
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $847,338 related
    Bonus
    $0 + $1,230,142 related
    Other
    $0 + $22,142 related
    Deferred
    $0 + $159,600 related
    Nontaxable benefits
    $0 + $14,603 related
    Filer's total
    $0 + $2,273,825 related

  • James Tucker

    AVP, OH & CQO Non-MD, Bayfront

    Total calculated
    $311,191
    From this org
    $251,860
    From related orgs
    $0
    Other
    $59,331
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $188,761
    Bonus
    $58,513
    Other
    $4,586
    Deferred
    $12,379
    Nontaxable benefits
    $46,952
    Filer's total
    $311,191

  • LaTasha R Barnes

    AVP, OH W Region & CFO Bayfront

    Total calculated
    $442,936
    From this org
    $392,920
    From related orgs
    $0
    Other
    $50,016
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $285,737
    Bonus
    $83,685
    Other
    $23,498
    Deferred
    $36,912
    Nontaxable benefits
    $13,104
    Filer's total
    $442,936

  • Lorraine D Parker

    AVP, OH & CNO, Bayfront

    Total calculated
    $330,174
    From this org
    $303,272
    From related orgs
    $0
    Other
    $26,902
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $225,165
    Bonus
    $65,853
    Other
    $12,254
    Deferred
    $24,902
    Nontaxable benefits
    $2,000
    Filer's total
    $330,174

  • Omar Alexis Gonzalez Torres

    VP, OH PR / Caribbean Region

    Total calculated
    $313,453
    From this org
    $264,098
    From related orgs
    $0
    Other
    $49,355
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $219,540
    Bonus
    $40,290
    Other
    $4,268
    Deferred
    $10,090
    Nontaxable benefits
    $39,265
    Filer's total
    $313,453

  • Sarah D Gilbert

    AVP, OH & COO, Bayfront

    Total calculated
    $418,671
    From this org
    $390,528
    From related orgs
    $0
    Other
    $28,143
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $300,980
    Bonus
    $88,238
    Other
    $1,310
    Deferred
    $15,139
    Nontaxable benefits
    $13,004
    Filer's total
    $418,671

  • David W Strong

    Board member, Chairman until 8/25/2022

    Total calculated
    $8,579,505
    From this org
    $0
    From related orgs
    $8,173,867
    Other
    $405,638
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,215,953 related
    Bonus
    $0 + $5,376,227 related
    Other
    $0 + $581,687 related
    Deferred
    $0 + $369,615 related
    Nontaxable benefits
    $0 + $36,023 related
    Filer's total
    $0 + $8,579,505 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
OHI West, Inc. may provide the following benefits to certain executives, officers, and board members when they are necessary to achieve Orlando Health's charitable mission objectives: first-class or charter travel; and/or travel for companions. Provision of any such benefits is predicated on compliance with the organization's policies, is subject to review and approval process, and is treated as taxable income to the individual where required under the Internal Revenue Code.
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), OHI WEST MEDICAL GROUP II, LLC (EIN: 92-3479126), OHRI, LLC (EIN: 47-2067699) 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
SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL QUALIFIED RETIREMENT PLAN. DEFERRAL DEPOSITS: David W. Strong $352,751 Leslie Flake $143,100 Novlet P. Mattis $83,576 John A. Moore $75,999 Mildred D. Beam $72,000 LaTasha R. Barnes $20,023 Lorraine D. Parker $15,758 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: David W. Strong $556,755 Jamal A. Hakim, MD $308,597 Mildred D. Beam $102,723 John A. Moore $89,469 Novlet P. Mattis $76,408 LaTasha R. Barnes $22,868 Lorraine D. Parker $11,763 Omar Alexis Gonzalez Torres $4,102 James Tucker $3,379 457(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 BASE 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEALTHNET SERVICES INC & SUBS

    C Corporation · MEDICAL SVCS · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202502269349301890

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