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Nonprofiteer
← OHI WEST INC

Form 990 for tax year 2022

Filed by OHI WEST INC.

Totals

Total revenue
$375,087,951
Total expenses
$342,974,365
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$256,600,313
Management and general expenses
$86,374,052
Fundraising expenses
$0
Program service expenses (Part III)
$256,600,313

Program services were 74.8% 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
    $2,609,718
    From this org
    $0
    From related orgs
    $2,333,124
    Other
    $276,594
    Hours/week
    2 + 63 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

  • John A Moore

    BOARD MEMBER, PRESIDENT

    Total calculated
    $801,778
    From this org
    $674,925
    From related orgs
    $0
    Other
    $126,853
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $462,943
    Bonus
    $130,213
    Other
    $81,769
    Deferred
    $94,972
    Nontaxable benefits
    $31,881
    Filer's total
    $801,778

  • Mildred Denise Beam

    Board member, Vice Chairman

    Total calculated
    $940,499
    From this org
    $0
    From related orgs
    $825,043
    Other
    $115,456
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,393 related
    Bonus
    $0 + $321,294 related
    Other
    $0 + $50,356 related
    Deferred
    $0 + $98,569 related
    Nontaxable benefits
    $0 + $16,887 related
    Filer's total
    $0 + $940,499 related

  • Novlet P Mattis

    Board member, Secretary/Treasurer

    Total calculated
    $1,128,523
    From this org
    $0
    From related orgs
    $1,008,534
    Other
    $119,989
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,017 related
    Bonus
    $0 + $378,831 related
    Other
    $0 + $85,686 related
    Deferred
    $0 + $109,315 related
    Nontaxable benefits
    $0 + $10,674 related
    Filer's total
    $0 + $1,128,523 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

  • Joseph Wells Smith

    Sr Dir, Business Dev & Opt

    Total calculated
    $284,959
    From this org
    $239,662
    From related orgs
    $0
    Other
    $45,297
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $197,384
    Bonus
    $25,456
    Other
    $16,822
    Deferred
    $9,458
    Nontaxable benefits
    $35,839
    Filer's total
    $284,959

  • LaTasha R Barnes

    AVP, OH W Region & CFO, BAY

    Total calculated
    $380,867
    From this org
    $338,874
    From related orgs
    $0
    Other
    $41,993
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $274,659
    Bonus
    $43,680
    Other
    $20,535
    Deferred
    $30,930
    Nontaxable benefits
    $11,063
    Filer's total
    $380,867

  • Lorraine D Parker

    AVP, OH & CNO, Bayfront

    Total calculated
    $285,534
    From this org
    $261,275
    From related orgs
    $0
    Other
    $24,259
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $215,431
    Bonus
    $34,496
    Other
    $11,348
    Deferred
    $22,259
    Nontaxable benefits
    $2,000
    Filer's total
    $285,534

  • Michelle E Radcliffe

    Sr Dir, Human Resources

    Total calculated
    $297,307
    From this org
    $242,319
    From related orgs
    $0
    Other
    $54,988
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $179,087
    Bonus
    $29,225
    Other
    $34,007
    Deferred
    $23,280
    Nontaxable benefits
    $31,708
    Filer's total
    $297,307

  • Sarah D Gilbert

    AVP, OH & COO, Bayfront

    Total calculated
    $379,369
    From this org
    $336,629
    From related orgs
    $0
    Other
    $42,740
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $289,867
    Bonus
    $45,508
    Other
    $1,254
    Deferred
    $31,777
    Nontaxable benefits
    $10,963
    Filer's total
    $379,369

  • David W Strong

    Board member, Chairman (Term end 8/2022)

    Total calculated
    $6,598,709
    From this org
    $0
    From related orgs
    $6,064,793
    Other
    $533,916
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,415,367 related
    Bonus
    $0 + $4,202,770 related
    Other
    $0 + $446,656 related
    Deferred
    $0 + $504,469 related
    Nontaxable benefits
    $0 + $29,447 related
    Filer's total
    $0 + $6,598,709 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
  • 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
DURING FY2023, OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES OF ORLANDO HEALTH, INC. WERE PERMITTED TO FLY FIRST-CLASS OR WERE PERMITTED TO USE A CHARTERED FLIGHT SERVICE WHEN OTHER FLIGHT ARRANGEMENTS WERE NOT AVAILABLE. THE TRAVEL WAS ENTIRELY BUSINESS RELATED FOR OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES.
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
SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL QUALIFIED RETIREMENT PLAN. DEFERRAL DEPOSITS: David W. Strong $491,169 Jamal A. Hakim, MD $237,833 Novlet P. Mattis $99,291 Mildred D. Beam $92,832 John A. Moore $82,576 Leslie Flake $72,291 LaTasha R. Barnes $18,038 Sarah D. Gilbert $20,300 Michelle E. Radcliffe $12,975 Lorraine D. Parker $15,092 DEFERRAL DISTRIBUTIONS MADE TO THE FOLLOWING: David W. Strong $421,760 Jamal A. Hakim, MD $236,728 Novlet P. Mattis $70,968 John A. Moore $71,666 Mildred D. Beam $45,950 LaTasha R. Barnes $20,124 Michelle E. Radcliffe $12,615 Lorraine D. Parker $10,884 457(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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202442279349300739

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