Totals
- Total revenue
- $3,504,937,217
- Total expenses
- $3,037,066,983
- Contributions and grants received
- $148,147,585
- Grants paid
- $6,881,102
- Program services expenses (Part IX)
- $2,747,119,510
- Management and general expenses
- $289,947,473
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,747,119,510
Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
LAWRENCE ANTONUCCI
PRESIDENT/CEO AND DIRECTOR (EX-OFFICIO)
- Total calculated
- $709,634
- From this org
- $696,370
- From related orgs
- $0
- Other
- $13,264
- Hours/week
- 59 + 1 related
Schedule J breakdown matched by us
- Base
- $214,779
- Bonus
- $476,174
- Other
- $5,417
- Deferred
- $8,140
- Nontaxable benefits
- $5,124
- Filer's total
- $709,634
-
DONNA CLARKE
VICE CHAIR
- Total calculated
- $2,860
- From this org
- $2,860
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
DAVID COLLINS
TREASURER
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
DAVID KLEIN
CHAIR
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
DANE ALLEN
DIRECTOR
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
DANIEL ADLER
DIRECTOR (END 03/25)
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
DIANE CHAMPION
DIRECTOR
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
KATHLEEN BRIDGE-LILES
DIRECTOR
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
NANCY MCGOVERN
DIRECTOR
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
STEPHEN BROWN
DIRECTOR
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
THERESE EVERLY
DIRECTOR
- Total calculated
- $2,810
- From this org
- $2,810
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
WILLIAM GRUVER
SECRETARY (BEGIN 12/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAVID B PRYOR
DIRECTOR (BEGIN 08/25)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JOSEPH CATTI
DIRECTOR (BEGIN 02/25)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
PETER ANDRUSZKIEWICZ
DIRECTOR (BEGIN 02/25)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
SAMIRA K BECKWITH
DIRECTOR (BEGIN 08/25)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
BENJAMIN SPENCE
CFO & COO
- Total calculated
- $369,080
- From this org
- $361,876
- From related orgs
- $0
- Other
- $7,204
- Hours/week
- 53 + 2 related
Schedule J breakdown matched by us
- Base
- $127,135
- Bonus
- $234,568
- Other
- $173
- Deferred
- $3,207
- Nontaxable benefits
- $3,997
- Filer's total
- $369,080
-
IAHN GONSENHAUSER
CHIEF MEDICAL OFFICER
- Total calculated
- $496,470
- From this org
- $485,043
- From related orgs
- $0
- Other
- $11,427
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $116,138
- Bonus
- $368,622
- Other
- $283
- Deferred
- $5,877
- Nontaxable benefits
- $5,550
- Filer's total
- $496,470
-
SCOTT NYGAARD
CHIEF OPERATING OFFICER
- Total calculated
- $404,732
- From this org
- $398,798
- From related orgs
- $0
- Other
- $5,934
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $139,363
- Bonus
- $258,084
- Other
- $1,351
- Deferred
- $0
- Nontaxable benefits
- $5,934
- Filer's total
- $404,732
-
KRISTINE FAY
CHIEF ADMIN OFFICER - LPG AND AMBULATORY CARE SVCS
- Total calculated
- $259,662
- From this org
- $257,792
- From related orgs
- $0
- Other
- $1,870
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $90,466
- Bonus
- $166,228
- Other
- $1,098
- Deferred
- $0
- Nontaxable benefits
- $1,870
- Filer's total
- $259,662
-
MICHAEL WUKITSCH
CHIEF PEOPLE OFFICER
- Total calculated
- $241,760
- From this org
- $232,186
- From related orgs
- $0
- Other
- $9,574
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $80,940
- Bonus
- $150,600
- Other
- $646
- Deferred
- $4,000
- Nontaxable benefits
- $5,574
- Filer's total
- $241,760
-
JOHN SCHOOLER
CHIEF INFORMATION OFFICER
- Total calculated
- $237,300
- From this org
- $228,542
- From related orgs
- $0
- Other
- $8,758
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $79,192
- Bonus
- $147,780
- Other
- $1,570
- Deferred
- $4,668
- Nontaxable benefits
- $4,090
- Filer's total
- $237,300
-
JENNIFER HIGGINS
CHIEF NURSING OFFICER
- Total calculated
- $183,914
- From this org
- $178,214
- From related orgs
- $0
- Other
- $5,700
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $62,618
- Bonus
- $115,423
- Other
- $173
- Deferred
- $2,724
- Nontaxable benefits
- $2,976
- Filer's total
- $183,914
-
DONALD MOYER
NEUROSURGEON II
- Total calculated
- $583,999
- From this org
- $578,472
- From related orgs
- $0
- Other
- $5,527
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $210,436
- Bonus
- $367,137
- Other
- $899
- Deferred
- $0
- Nontaxable benefits
- $5,527
- Filer's total
- $583,999
-
WESLEY FAUNCE
NEUROSURGEON II
- Total calculated
- $390,311
- From this org
- $386,495
- From related orgs
- $0
- Other
- $3,816
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $249,501
- Bonus
- $136,919
- Other
- $75
- Deferred
- $0
- Nontaxable benefits
- $3,816
- Filer's total
- $390,311
-
MURALI MUPPALA
OFFICE PHYSICIAN
- Total calculated
- $326,132
- From this org
- $325,442
- From related orgs
- $0
- Other
- $690
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $280,025
- Bonus
- $43,890
- Other
- $1,527
- Deferred
- $0
- Nontaxable benefits
- $690
- Filer's total
- $326,132
-
THOMAS HUNT
CHIEF PHYSICIAN EXEC - MUSCULOSKELETAL
- Total calculated
- $310,727
- From this org
- $295,558
- From related orgs
- $0
- Other
- $15,169
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $118,982
- Bonus
- $176,403
- Other
- $173
- Deferred
- $9,384
- Nontaxable benefits
- $5,785
- Filer's total
- $310,727
-
MALISSA WOOD
CHIEF PHYSICIAN EXEC HEART AND VASCULAR INSTITUTE
- Total calculated
- $280,987
- From this org
- $273,172
- From related orgs
- $0
- Other
- $7,815
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $110,045
- Bonus
- $162,228
- Other
- $899
- Deferred
- $5,512
- Nontaxable benefits
- $2,303
- Filer's total
- $280,987
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
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 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)
- PART I, LINE 4B
- TO RETAIN AND REWARD SELECTED LEADERSHIP, THE LEE HEALTH SYSTEM, INC. MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE SERP PROVIDES ELIGIBLE PARTICIPANTS WITH SUPPLEMENTAL RETIREMENT BENEFITS. ADDITIONALLY, SERP ACCOUNTS ARE CREDITED WITH EARNINGS EQUAL TO THE US TREASURY YIELD CURVE RATE ("CONSTANT MATURITY TREASURY" RATE) FOR A TEN (10) YEAR US TREASURY SECURITY, PLUS ONE PERCENT (1%), UNTIL THE CONTRIBUTION AND EARNINGS HAVE BEEN FULLY DISTRIBUTED. BENEFITS ARE VESTED THREE YEARS FROM THE YEAR AWARDED. THE PLAN IS AN UNFUNDED PLAN ESTABLISHED AND MAINTAINED FOR THE PRIMARY PURPOSE OF PROVIDING DEFERRED COMPENSATION BENEFITS FOR EMPLOYEES WHO SUBSTANTIALLY CONTRIBUTE TO THE SUCCESS OF THE ORGANIZATION. EMPLOYER CONTRIBUTIONS AND PARTICIPANT ELIGIBILITY ARE COMPLETELY DISCRETIONARY. THE PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS INTENDED TO COMPLY WITH SECTIONS 457(F) AND 409A OF THE CODE.
- PART I, LINE 5
- LEE HEALTH MAINTAINS A SHORT-TERM INCENTIVE PLAN (STIP) THAT PROVIDES ELIGIBLE EMPLOYEES WITH THE OPPORTUNITY TO EARN INCENTIVE COMPENSATION TIED TO ACHIEVEMENT OF ORGANIZATIONAL PERFORMANCE GOALS. INCENTIVE AWARDS ARE BASED ON PREDEFINED OPERATIONAL, QUALITY, PATIENT EXPERIENCE, WORKFORCE, GROWTH, AND FINANCIAL METRICS, AND ARE PAYABLE ONLY IF SPECIFIED PERFORMANCE THRESHOLDS AND OVERALL FINANCIAL REQUIREMENTS ARE MET.
- EXECUTIVE COMPENSATION
- EXECUTIVE COMPENSATION, INCLUDING THAT OF THE TOP MANAGEMENT OFFICIAL OF LEE MEMORIAL HEALTH SYSTEM FOUNDATION, INC. (LEE HEALTH FOUNDATION) IS SET BY THE BOARD OF DIRECTORS OF LEE HEALTH SYSTEM, INC. (LEE HEALTH), THE SOLE MEMBER OF LEE HEALTH FOUNDATION. IN DETERMINING REASONABLE COMPENSATION, THE BOARD RELIES ON APPROPRIATE AND RELIABLE COMPARABILITY DATA, WHICH MAY INCLUDE COMPENSATION BENCHMARKS FROM SIMILARLY SITUATED ORGANIZATIONS, TO ENSURE THAT THE COMPENSATION IS FAIR, REASONABLE, AND CONSISTENT WITH MARKET PRACTICES. THE BOARD'S REVIEW PROCESS IS INDEPENDENT, AND THE RATIONALE FOR THE APPROVED COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD OR COMMITTEE MEETING MINUTES.
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
-
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
$4,366,204
REIMBURSE OPERATIONAL EXPENSES
-
$447,785
(3) 4-YEAR RENEWABLE $20K SCHOLARSHIP REWARDS
-
UNRESTRICTED GIFT/DONATION
-
UNITED WAY OF LEE HENDRY AND GLADES
$145,000
LEE HEALTH EAP, HURRICANE HELENE RELIEF
-
$140,000
HEALTHCARE RELATED & COMMUNITY SUPPORT
-
PREMIER MOBILE HEALTH SERVICES
$100,000
MOBILE UNIT ACTIVITIES- SEP & OCT 2024
-
$47,000
KIDS' MINDS MATTER: SOUTH FLORIDA CONTINUED EDUCATION SCHOLARSHIP
-
$34,650
EDUCATION
-
EDUCATION
-
RONALD MCDONALD HOUSE OF SW FL
$23,000
PEDIATRIC SUPOPRT; 29TH ANNUAL STORYBOOK BALL- LOTS OF LOVE DONATION
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
BONITA COMMUNITY HEALTH CENTER INC
501(C)(3) · HEALTH CARE · FL · controlled entity
Directly controlled by LEE HEALTH SYSTEM INC
-
501(C)(3) · HEALTH CARE · FL · controlled entity
Directly controlled by LEE HEALTH SYSTEM INC
-
501(C)(3) · HEALTH CARE · FL · controlled entity
Directly controlled by LEE HEALTH SYSTEM INC
-
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
501(C)(3) · FUNDRAISING · FL · controlled entity
Directly controlled by LEE HEALTH SYSTEM INC
-
501(C)(3) · HEALTH CARE · FL · controlled entity
Directly controlled by LEE HEALTH SYSTEM INC
-
LEE COUNTY TRAUMA SERVICES DISTRICT
501(C)(3) · INACTIVE · FL · controlled entity
Directly controlled by LEE HEALTH SYSTEM INC
-
501(C)(3) · SUPPLY PROCUREMENT · FL
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.5
- Source object
- 202602309349302215
The source document this was parsed from is served over the API, which is where bulk and document access live.