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Nonprofiteer
← OHI WEST INC

Form 990 for tax year 2024

Filed by OHI WEST INC.

Totals

Total revenue
$562,457,480
Total expenses
$495,600,095
Contributions and grants received
$601,812
Grants paid
$2,015,000
Program services expenses (Part IX)
$463,572,094
Management and general expenses
$32,028,001
Fundraising expenses
$0
Program service expenses (Part III)
$463,572,094

Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMAL A HAKIM MD

    BOARD MEMBER, CHAIRMAN

    Total calculated
    $3,176,837
    From this org
    $0
    From related orgs
    $3,124,700
    Other
    $52,137
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,025,223 related
    Bonus
    $0 + $1,506,872 related
    Other
    $0 + $592,605 related
    Deferred
    $0 + $20,442 related
    Nontaxable benefits
    $0 + $31,695 related
    Filer's total
    $0 + $3,176,837 related

  • JOHN A MOORE

    BOARD MEMBER, PRESIDENT

    Total calculated
    $1,056,781
    From this org
    $916,724
    From related orgs
    $0
    Other
    $140,057
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $514,168
    Bonus
    $302,213
    Other
    $100,343
    Deferred
    $99,316
    Nontaxable benefits
    $40,741
    Filer's total
    $1,056,781

  • MILDRED DENISE BEAM

    BOARD MEMBER, VICE CHAIRMAN

    Total calculated
    $1,009,614
    From this org
    $0
    From related orgs
    $917,202
    Other
    $92,412
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,339 related
    Bonus
    $0 + $344,250 related
    Other
    $0 + $109,613 related
    Deferred
    $0 + $71,100 related
    Nontaxable benefits
    $0 + $21,312 related
    Filer's total
    $0 + $1,009,614 related

  • NOVLET P MATTIS

    BOARD MEMBER, SECRETARY/TREASURER

    Total calculated
    $1,691,370
    From this org
    $0
    From related orgs
    $1,660,789
    Other
    $30,581
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,510 related
    Bonus
    $0 + $852,669 related
    Other
    $0 + $228,610 related
    Deferred
    $0 + $16,379 related
    Nontaxable benefits
    $0 + $14,202 related
    Filer's total
    $0 + $1,691,370 related

  • BERNADETTE SPONG

    INTERIM CHIEF FINANCIAL OFFICER

    Total calculated
    $1,241,193
    From this org
    $0
    From related orgs
    $1,223,715
    Other
    $17,478
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,088 related
    Bonus
    $0 + $661,553 related
    Other
    $0 + $109,074 related
    Deferred
    $0 + $17,478 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,241,193 related

  • JAMES TUCKER

    AVP, OH & CQO NON-MD, BAYFRONT

    Total calculated
    $334,235
    From this org
    $279,704
    From related orgs
    $0
    Other
    $54,531
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $195,292
    Bonus
    $54,392
    Other
    $30,020
    Deferred
    $14,406
    Nontaxable benefits
    $40,125
    Filer's total
    $334,235

  • LORRAINE D PARKER

    AVP, OH & CNO, BAYFRONT

    Total calculated
    $336,131
    From this org
    $308,467
    From related orgs
    $0
    Other
    $27,664
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $233,826
    Bonus
    $61,771
    Other
    $12,870
    Deferred
    $25,664
    Nontaxable benefits
    $2,000
    Filer's total
    $336,131

  • OMAR ALEXIS GONZALEZ TORRES

    VP, OH PR / CARIBBEAN REGION

    Total calculated
    $474,199
    From this org
    $382,097
    From related orgs
    $0
    Other
    $92,102
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $244,456
    Bonus
    $126,000
    Other
    $11,641
    Deferred
    $51,130
    Nontaxable benefits
    $40,972
    Filer's total
    $474,199

  • SARAH D GILBERT

    AVP, OH & COO, BAYFRONT

    Total calculated
    $448,048
    From this org
    $397,156
    From related orgs
    $0
    Other
    $50,892
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $309,209
    Bonus
    $81,650
    Other
    $6,297
    Deferred
    $37,354
    Nontaxable benefits
    $13,538
    Filer's total
    $448,048

  • TRINA ESPINOLA

    AVP, OH & CMO, BAYFRONT

    Total calculated
    $903,473
    From this org
    $847,159
    From related orgs
    $0
    Other
    $56,314
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $302,322
    Bonus
    $468,533
    Other
    $76,304
    Deferred
    $38,710
    Nontaxable benefits
    $17,604
    Filer's total
    $903,473

  • DAVID W STRONG

    FORMER BOARD MEMBER, CHAIRMAN (UNTIL 8/25/2022)

    Total calculated
    $9,439,845
    From this org
    $0
    From related orgs
    $8,827,623
    Other
    $612,222
    Hours/week
    0 + 66 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,329,465 related
    Bonus
    $0 + $5,934,410 related
    Other
    $0 + $563,748 related
    Deferred
    $0 + $574,669 related
    Nontaxable benefits
    $0 + $37,553 related
    Filer's total
    $0 + $9,439,845 related

  • LATASHA R BARNES

    AVP, OH W REGION, & CFO, BAY

    Total calculated
    $132,203
    From this org
    $121,676
    From related orgs
    $0
    Other
    $10,527
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $121,676
    Bonus
    $0
    Other
    $0
    Deferred
    $10,527
    Nontaxable benefits
    $0
    Filer's total
    $132,203

  • LESLIE FLAKE

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $2,784,999
    From this org
    $0
    From related orgs
    $2,603,928
    Other
    $181,071
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $881,478 related
    Bonus
    $0 + $1,301,055 related
    Other
    $0 + $421,395 related
    Deferred
    $0 + $168,150 related
    Nontaxable benefits
    $0 + $12,921 related
    Filer's total
    $0 + $2,784,999 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 — 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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), ORLANDO PHYSICIANS NETWORK, INC. (EIN: 59-3110868), OHSRH, LLC (EIN: 99-4762475), OHMH, LLC (EIN: 99-4761958), AND OHRH, LLC (EIN: 99-4762293) 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 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2024, AND THE AMOUNT(S) RECEIVED ARE AS FOLLOWS: LESLIE FLAKE $221,250
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 $557,750 LESLIE FLAKE $150,900 JOHN A. MOORE $78,099 MILDRED D. BEAM $71,000 LORRAINE D. PARKER $16,379 TRINA ESPINOLA $21,427 SARAH D. GILBERT $21,650 OMAR ALEXIS GONZALEZ TORRES $33,600 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: DAVID W. STRONG $532,660 JAMAL A. HAKIM, MD $308,348 LESLIE FLAKE $417,367 NOVLET P. MATTIS $83,827 MILDRED D. BEAM $104,605 JOHN A. MOORE $88,421 SARAH D. GILBERT $ 4,943 LORRAINE D. PARKER $11,911 OMAR ALEXIS GONZALEZ TORRES $11,400 JAMES TUCKER $ 13,789 457(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.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202632299349300043

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