Totals
- Total revenue
- $4,982,567
- Total expenses
- $9,376,717
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $4,982,551
- Investment income
- $16
- Other revenue
- $0
- Total assets, end of year
- $1,063,053
- Total liabilities, end of year
- $68,755,168
- Net assets or fund balances, end of year
- -$67,692,115
- Program services expenses (Part IX)
- $6,814,257
- Management and general expenses
- $2,562,460
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,814,257
Program services were 72.7% 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.
-
2a · Program service revenue: NET PATIENT SERVICE RE
total $4,982,551 · related or exempt $4,982,551
-
3 · Investment income
total $16 · excluded $16
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $6,921,464 · program services $4,966,978 · management and general $1,954,486
-
9 · Other employee benefits
total $796,999 · program services $571,942 · management and general $225,057
-
10 · Payroll taxes
total $464,900 · program services $333,027 · management and general $131,873
-
11b · Fees: legal
total $2,756 · program services $2,756
-
11g · Fees: other
total $609,327 · program services $541,606 · management and general $67,721
-
12 · Advertising and promotion
total $4,578 · management and general $4,578
-
13 · Office expenses
total $72,390 · program services $37,883 · management and general $34,507
-
16 · Occupancy
total $548 · management and general $548
-
17 · Travel
total $42 · management and general $42
-
19 · Conferences, conventions and meetings
total $102,658 · program services $97,678 · management and general $4,980
-
20 · Interest
total $18,136 · program services $18,136
-
22 · Depreciation, depletion and amortization
total $130,823 · program services $84,631 · management and general $46,192
-
23 · Insurance
total $3,313 · program services $3,313
-
24a · Other expenses: VEHICLE FLEET MGMT.
total $84,446 · program services $84,446 · management and general $0
-
24b · Other expenses: MED. SUPPLIES AND DRUGS
total $79,846 · program services $71,026 · management and general $8,820
-
24c · Other expenses: SUBSCRIPTIONS
total $39,820 · program services $0 · management and general $39,820
-
24d · Other expenses: DUES & MEMBERSHIP
total $5,417 · program services $0 · management and general $5,417
-
24e · All other expenses
total $39,254 · program services $835 · management and general $38,419
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $783,324 · end of year $902,333
-
9 · Prepaid expenses and deferred charges
beginning of year $8,904 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,367,038
-
10b · Land, buildings and equipment: accumulated depreciation
$1,206,318
-
10c · Land, buildings and equipment, net
beginning of year $195,687 · end of year $160,720
-
17 · Accounts payable and accrued expenses
beginning of year $1,799,979 · end of year $1,732,660
-
19 · Deferred revenue
beginning of year $118,142 · end of year $238,587
-
25 · Other liabilities
beginning of year $62,367,759 · end of year $66,783,921
-
27 · Net assets without donor restrictions
beginning of year -$63,297,965 · end of year -$67,692,115
Mission and programs · 2024
Mission
TO BE A TRUSTED PARTNER, EMPOWERING HEALTHIER LIVES THROUGH CARE AND COMPASSION.
-
LEE HEALTH HOME HEALTH SERVICES PROVIDES COMPREHENSIVE, PHYSICIAN-DIRECTED HOME HEALTH SERVICES TO PATIENTS THROUGHOUT SOUTHWEST FLORIDA REGARDLESS OF THEIR ABILITY TO PAY. SERVICES INCLUDE SKILLED NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL SERVICES, AND HOME HEALTH AIDE SERVICES TO SUPPORT PATIENTS RECOVERING FROM ILLNESS, INJURY, OR SURGERY, MANAGE CHRONIC CONDITIONS, AND PROMOTE INDEPENDENCE IN THE HOME. DURING THE REPORTING PERIOD, THE AGENCY COMPLETED NEARLY 37,000 HOME VISITS, AND PROVIDED OVER 2900 EPISODES OF CARE, HELPING PATIENTS RECEIVE HIGH-QUALITY CARE IN THE LEAST RESTRICTIVE SETTING WHILE REDUCING AVOIDABLE HOSPITALIZATIONS AND SUPPORTING IMPROVED HEALTH OUTCOMES. THESE SERVICES IMPROVE ACCESS TO ESSENTIAL HEALTHCARE FOR HOMEBOUND AND VULNERABLE INDIVIDUALS AND FURTHER LEE HEALTH'S MISSION TO PROVIDE COMPASSIONATE, HIGH-QUALITY CARE TO THE COMMUNITIES IT SERVES.
Expenses $6,814,257 · Revenue $4,982,551
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Donna ClarkeDONNA CLARKE
VICE CHAIR
- Total calculated
- $2,860
- From this org
- $0
- From related orgs
- $2,860
- Other
- $0
- Hours/week
- 1 + 2 related
-
David CollinsDAVID COLLINS
TREASURER
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
David KleinDAVID KLEIN
CHAIR
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 3 related
-
Dane AllenDANE ALLEN
DIRECTOR
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
Daniel AdlerDANIEL ADLER
DIRECTOR (END 03/25)
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
Diane ChampionDIANE CHAMPION
DIRECTOR
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
Kathleen Bridge-LilesKATHLEEN BRIDGE-LILES
DIRECTOR
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
Nancy McGovernNANCY MCGOVERN
DIRECTOR
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
Stephen BrownSTEPHEN BROWN
DIRECTOR
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
Therese EverlyTHERESE EVERLY
DIRECTOR
- Total calculated
- $2,810
- From this org
- $0
- From related orgs
- $2,810
- Other
- $0
- Hours/week
- 1 + 2 related
-
William GruverWILLIAM GRUVER
SECRETARY (BEGIN 12/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
David B PryorDAVID B PRYOR
DIRECTOR (BEGIN 08/25)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Joseph CattiJOSEPH CATTI
DIRECTOR (BEGIN 02/25)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Peter AndruszkiewiczPETER ANDRUSZKIEWICZ
DIRECTOR (BEGIN 02/25)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Samira K BeckwithSAMIRA K BECKWITH
DIRECTOR (BEGIN 08/25)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jonathan HollanderJONATHAN HOLLANDER
EXECUTIVE DIRECTOR (ADMINISTRATOR)
- Total calculated
- $50,786
- From this org
- $0
- From related orgs
- $45,261
- Other
- $5,525
- Hours/week
- 1 + 55 related
-
Lisa FlintLISA FLINT
DIRECTOR OF QUALITY AND COMPLIANCE
- Total calculated
- $43,943
- From this org
- $0
- From related orgs
- $42,106
- Other
- $1,837
- Hours/week
- 1 + 55 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.
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.
-
BONITA COMMUNITY HEALTH CENTER INC
501(C)(3) · HEALTH CARE · FL
Directly controlled by LEE HEALTH SYSTEM INC
-
501(C)(3) · HEALTH CARE · FL
Directly controlled by LEE HEALTH SYSTEM INC
-
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
501(C)(3) · FUNDRAISING · FL
Directly controlled by LEE HEALTH SYSTEM INC
-
501(C)(3) · HEALTH CARE · FL
-
LEE COUNTY TRAUMA SERVICES DISTRICT
501(C)(3) · INACTIVE · FL
Directly controlled by LEE HEALTH SYSTEM INC
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.
-
ACCESS MEDICAL SOUTH LC
DURABLE MEDICAL EQUIPMENT (DME) · FL · income $3,378,769 · assets $3,142,676
Directly controlled by LEE MEMORIAL HOME HEALTH INC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
PARAMOUNT SURGERY CENTER LLC
HEALTH CARE · FL
-
LH GPA FUND I LP
PRIVATE INVESTMENT FUND · DE
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
BEST CARE PARTNERS INC
C · HEALTH INSURANCE · FL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202632279349300303
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