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← ORLANDO HEALTH MEDICAL GROUP INC

Form 990 for tax year 2022

Filed by ORLANDO HEALTH MEDICAL GROUP INC.

Totals

Total revenue
$742,757,174
Total expenses
$1,169,124,814
Contributions and grants received
$1,823,036
Grants paid
$0
Program service revenue
$740,607,243
Investment income
$110,620
Other revenue
$216,275
Total assets, end of year
$493,005,494
Total liabilities, end of year
$363,204,485
Net assets or fund balances, end of year
$129,801,009
Program services expenses (Part IX)
$1,133,556,428
Management and general expenses
$35,568,386
Fundraising expenses
$0
Program service expenses (Part III)
$1,133,556,428

Program services were 97.0% 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.

  • 1d · Related organizations

    $1,793,036

  • 1f · All other contributions, gifts and grants

    $30,000

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

    total $549,899,981 · related or exempt $535,419,371 · unrelated business $14,480,610

  • 2b · Program service revenue: ON CALL PAY

    total $145,957,249 · related or exempt $145,957,249

  • 2c · Program service revenue: MANAGEMENT FEES

    total $43,702,415 · related or exempt $43,702,415

  • 2d · Program service revenue: LATE FEES

    total $85,819 · related or exempt $85,819

  • 2e · Program service revenue: ALL OTHER PROGRAM SERVICE REVENUE

    total $961,779 · related or exempt $961,779

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $92,554 · excluded $92,554

  • 6a · Gross rents

    real property $223,329

  • 6b · Less rental expenses

    real property $7,054

  • 6c · Rental income or loss

    real property $216,275 · personal property $0

  • 6d · Net rental income or loss

    total $216,275 · unrelated business $27,564 · excluded $188,711

  • 7a · Gross sales of assets other than inventory

    securities $285,837

  • 7b · Less cost or other basis and sales expenses

    securities $267,446 · other assets $325

  • 7c · Gain or loss

    securities $18,391 · other assets -$325

  • 7d · Net gain or loss

    total $18,066 · excluded $18,066

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $838,938,814 · program services $830,295,313 · management and general $8,643,501

  • 9 · Other employee benefits

    total $82,181,888 · program services $80,325,042 · management and general $1,856,846

  • 10 · Payroll taxes

    total $35,879,937 · program services $35,307,229 · management and general $572,708

  • 11b · Fees: legal

    total $100,718 · management and general $100,718

  • 11c · Fees: accounting

    total $48,551 · management and general $48,551

  • 11g · Fees: other

    total $26,769,436 · program services $21,698,406 · management and general $5,071,030 · fundraising $0

  • 12 · Advertising and promotion

    total $110,544 · program services $80,993 · management and general $29,551

  • 13 · Office expenses

    total $14,061,630 · program services $12,201,005 · management and general $1,860,625

  • 14 · Information technology

    total $2,871,847 · program services $2,778,185 · management and general $93,662

  • 16 · Occupancy

    total $42,880,334 · program services $40,101,264 · management and general $2,779,070

  • 17 · Travel

    total $2,678,514 · program services $1,949,968 · management and general $728,546

  • 19 · Conferences, conventions and meetings

    total $548,976 · program services $97,424 · management and general $451,552

  • 20 · Interest

    total $7,864,332 · management and general $7,864,332

  • 22 · Depreciation, depletion and amortization

    total $27,668,020 · program services $22,924,159 · management and general $4,743,861

  • 23 · Insurance

    total $22,247,771 · program services $22,247,771

  • 24a · Other expenses: Medical Supplies

    total $25,641,852 · program services $25,641,852

  • 24b · Other expenses: Professional Dues

    total $1,705,372 · program services $1,648,022 · management and general $57,350

  • 24c · Other expenses: Unrelated Business Income Taxes

    total $451,952 · program services $0 · management and general $451,952

  • 24d · Other expenses: Recruiting Expenses

    total $407,776 · program services $258,778 · management and general $148,998

  • 24e · All other expenses

    total $36,066,550 · program services $36,001,017 · management and general $65,533 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $49,789 · end of year $4,399,581

  • 2 · Savings and temporary cash investments

    beginning of year $0

  • 3 · Pledges and grants receivable

    beginning of year $65,782 · end of year $65,782

  • 4 · Accounts receivable

    beginning of year $41,625,418 · end of year $70,092,881

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $2,714,723

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,411 · end of year $1,575,827

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

    $146,590,346

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

    $66,893,807

  • 10c · Land, buildings and equipment, net

    beginning of year $50,193,626 · end of year $79,696,539

  • 11 · Investments: publicly traded securities

    beginning of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $32,865,909 · end of year $292,225,973

  • 15 · Other assets

    beginning of year $28,003,580 · end of year $42,234,188

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,072,837 · end of year $83,318,372

  • 18 · Grants payable

    beginning of year $0

  • 19 · Deferred revenue

    beginning of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0

  • 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 $0 · end of year $124,536,295

  • 24 · Unsecured notes and loans payable

    beginning of year $0

  • 25 · Other liabilities

    beginning of year $85,643,826 · end of year $155,349,818

  • 27 · Net assets without donor restrictions

    beginning of year $2,302,854 · end of year $14,894,857

  • 28 · Net assets with donor restrictions

    beginning of year $13,823,998 · end of year $114,906,152

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0

Mission and programs · 2022

Mission

OUTPATIENT AND PHYSICIAN SUPPORT SERVICES. PROVISION OF SPECIALTY PHYSICIAN SERVICES, OUTPATIENT PHYSICIAN BILLING SERVICES PROVIDED ON BEHALF OF EXEMPT AFFILIATES.

  • SEE SCHEDULE O

    Expenses $1,133,556,428 · Revenue $740,607,243

As filed on the 2022 return.

Listed in Part VII

  • Bernadette Spong

    Secretary/Treasurer/Director (Until 7/12/23)

    Total calculated
    $2,289,658
    From this org
    $0
    From related orgs
    $2,255,863
    Other
    $33,795
    Hours/week
    2 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,020 related
    Bonus
    $0 + $1,024,421 related
    Other
    $0 + $411,422 related
    Deferred
    $0 + $4,509 related
    Nontaxable benefits
    $0 + $29,286 related
    Filer's total
    $0 + $2,289,658 related

  • Cary J Dtona

    President, OHMG, Secretary/Treasurer (As of 7/12/23)

    Total calculated
    $803,479
    From this org
    $0
    From related orgs
    $693,303
    Other
    $110,176
    Hours/week
    50 + 19 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,767 related
    Bonus
    $0 + $207,190 related
    Other
    $0 + $77,346 related
    Deferred
    $0 + $81,096 related
    Nontaxable benefits
    $0 + $29,080 related
    Filer's total
    $0 + $803,479 related

  • Jamal A Hakim MD

    Director, Chairman (As of 7/12/23)

    Total calculated
    $2,609,718
    From this org
    $0
    From related orgs
    $2,333,124
    Other
    $276,594
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $935,500 related
    Bonus
    $0 + $1,152,705 related
    Other
    $0 + $244,919 related
    Deferred
    $0 + $250,419 related
    Nontaxable benefits
    $0 + $26,175 related
    Filer's total
    $0 + $2,609,718 related

  • Sunil S Desai MD

    President, OHMG, Chairman (Until 7/12/23)

    Total calculated
    $2,009,478
    From this org
    $0
    From related orgs
    $1,800,469
    Other
    $209,009
    Hours/week
    50 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $716,571 related
    Bonus
    $0 + $893,670 related
    Other
    $0 + $190,228 related
    Deferred
    $0 + $172,907 related
    Nontaxable benefits
    $0 + $36,102 related
    Filer's total
    $0 + $2,009,478 related

  • Mark A Jones

    Director

    Total calculated
    $948,584
    From this org
    $0
    From related orgs
    $810,651
    Other
    $137,933
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,544 related
    Bonus
    $0 + $223,116 related
    Other
    $0 + $106,991 related
    Deferred
    $0 + $118,354 related
    Nontaxable benefits
    $0 + $19,579 related
    Filer's total
    $0 + $948,584 related

  • Leslie Flake

    Chief Financial Officer, OH

    Total calculated
    $819,426
    From this org
    $0
    From related orgs
    $741,212
    Other
    $78,214
    Hours/week
    2 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,049 related
    Bonus
    $0 + $230,298 related
    Other
    $0 + $44,865 related
    Deferred
    $0 + $72,291 related
    Nontaxable benefits
    $0 + $5,923 related
    Filer's total
    $0 + $819,426 related

  • Arnold Einhorn MD

    Cardiologist

    Total calculated
    $1,824,198
    From this org
    $1,796,111
    From related orgs
    $0
    Other
    $28,087
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $399,106
    Bonus
    $1,227,856
    Other
    $169,149
    Deferred
    $9,150
    Nontaxable benefits
    $18,937
    Filer's total
    $1,824,198

  • Joel Alberto Garcia MD

    Program Dir, Cardiac Fellowship

    Total calculated
    $1,849,606
    From this org
    $1,812,654
    From related orgs
    $0
    Other
    $36,952
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $397,603
    Bonus
    $1,157,917
    Other
    $257,134
    Deferred
    $9,150
    Nontaxable benefits
    $27,802
    Filer's total
    $1,849,606

  • Kenneth Robert Lee MD

    Plastic & Reconstructive Surgeon

    Total calculated
    $1,790,509
    From this org
    $1,747,884
    From related orgs
    $0
    Other
    $42,625
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $819,250
    Bonus
    $853,320
    Other
    $75,314
    Deferred
    $13,178
    Nontaxable benefits
    $29,447
    Filer's total
    $1,790,509

  • Mark W Munro MD

    Orthopedic Surgeon

    Total calculated
    $2,146,801
    From this org
    $2,114,604
    From related orgs
    $0
    Other
    $32,197
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $403,383
    Bonus
    $1,673,120
    Other
    $38,101
    Deferred
    $0
    Nontaxable benefits
    $32,197
    Filer's total
    $2,146,801

  • Virgilio Matheus MD

    Neurosurgeon

    Total calculated
    $2,012,791
    From this org
    $1,969,873
    From related orgs
    $0
    Other
    $42,918
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $715,758
    Bonus
    $1,184,345
    Other
    $69,770
    Deferred
    $10,578
    Nontaxable benefits
    $32,340
    Filer's total
    $2,012,791

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

  • 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 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: JAMAL A. HAKIM, MD $237,833 SUNIL S DESAI, MD $163,671 MARK A. JONES $107,984 LESLIE FLAKE $72,291 CARY J DTONA $68,791 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: JAMAL A. HAKIM, MD $236,728 BERNADETTE SPONG $182,114 SUNIL S DESAI, MD $124,548 MARK A. JONES $98,504 CARY J DTONA $65,567 457(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.

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

No itemized grants to organizations 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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202402289349301225

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