2024-10-30T12:57:36-05:00 2024-06-30 251390233 WESSEL & COMPANY 215 MAIN STREET JOHNSTOWN PA 15901 990 2023-07-01 251391882 LEE INITIATIVES INC LEEI 8145330751 321 MAIN STREET SUITE 4A JOHNSTOWN PA 15901 DAVID GRAY CHIEF FINANCIAL OFFICER 8145330751 2024-10-15 1 0 AMY J EDMISTON CPA P00631612 8145367864 2024-10-15 2023 2024-10-15 13:58:12Z DAVID GRAY 321 MAIN STREET SUITE 4A JOHNSTOWN PA 15901 14354922 0 X WWW.LEEINITIATIVES.COM X 1981 PA LEE INITIATIVES PRESERVES THE LEGACY OF LEE HOSPITAL BY MANAGING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN THE SERVICE AREA OF THE FORMER LEE HOSPITAL IN WEST CENTRAL PENNSYLVANIA. 9 9 7 9 0 0 13926 129913 386895 388343 444150 1127219 0 1439 844971 1646914 581943 913299 0 0 293202 298630 0 0 4209 239775 235406 1114920 1447335 -269949 199579 20298803 23059210 190172 409213 20108631 22649997 LEE INITIATIVES PRESERVES THE LEGACY OF LEE HOSPITAL BY MANAGING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN THE SERVICE AREA OF THE FORMER LEE HOSPITAL IN WEST CENTRAL PENNSYLVANIA. 0 0 1323059 913299 1515562 TO PROVIDE GRANT FUNDS TO HEALTH RELATED ORGANIZATIONS 1323059 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 PA X X ORGANIZATION 8145330751 321 MAIN STREET SUITE 4A JOHNSTOWN PA 15901 JOHN CAMMERATA PRESIDENT 1.00 40.00 X X 0 0 0 JERRY BAXTER VICE PRESIDENT 1.00 40.00 X X 0 0 0 MARY BORKOW DIRECTOR 1.00 X 0 0 0 ANDY FEDORE DIRECTOR 1.00 X 0 0 0 DAVE KALINA DIRECTOR 1.00 X 0 0 0 MARK MILLER DIRECTOR 1.00 X 0 0 0 EDWARD SHOEMAKER DIRECTOR 1.00 X 0 0 0 MIKE STEVENS DIRECTOR 1.00 X 0 0 0 MIKE ROPER DIRECTOR 1.00 X 0 0 0 DAVID GRAY CFO 1.00 40.00 X 78633 0 0 JODI CLARK CEO 1.00 40.00 X 95331 0 0 173964 0 0 0 0 0 0 0 129913 129913 MANAGEMENT FEES 541610 388343 388343 388343 418573 418573 13403335 12694689 708646 708646 708646 14758 13319 1439 1439 1646914 1515562 0 1439 863299 863299 50000 50000 173964 156568 17396 58100 52290 5810 66566 59909 6657 16223 1622 10545 4056 22765 22765 112244 112244 153 153 10720 10720 30141 27127 3014 2479 2479 16800 16800 MISCELLANEOUS 23881 23881 1447335 1323059 120067 4209 830704 544159 8526 15939 6194 9655 246987 81285 182635 165702 15886668 18216729 3384076 4107026 20298803 23059210 75025 306846 81755 67300 33392 35067 190172 409213 X 20098605 22630209 10026 19788 20108631 22649997 20298803 23059210 X 199579 1618837 722950 X X 0 1 X 1 0 X 3138 74668 77263 13926 144671 313666 3138 74668 77263 13926 144671 313666 313666 406896 301825 400318 439524 418573 1967136 98137 98137 2378939 2894810 0.13190 0.08510 X MISSIONOUR MISSION IS TO PRESERVE THE LEGACY OF LEE HOSPITAL BY MANAGING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN THE SERVICE AREA OF THE FORMER LEE HOSPITAL IN WEST CENTRAL PENNSYLVANIA. THIS IS ACCOMPLISHED BY PROVIDING GRANT FUNDS TO HEALTH RELATED ORGANIZATIONS AS WELL AS SCHOLARSHIPS TO STUDENTS FROM THE AREA THAT ARE PURSUING AN EDUCATION IN THE MEDICAL FIELD.PURPOSE1. OWN, MANAGE, AND GROW AN ENDOWMENT ACCUMULATED OVER YEARS TO BENEFIT NONPROFIT ORGANIZATIONS SERVING CHILDREN, YOUTH, AND FAMILIES.2. WITHIN THE LAST FIVE YEARS, LEE INITIATIVES, INC. HAS SUPPORTED NONPROFIT ORGANIZATIONS BY PROVIDING 261 GRANTS TOTALING OVER $2,700,000.3. WITHIN THE LAST FIVE YEARS, LEE INITIATIVES, INC. HAS SUPPORTED OVER 100 STUDENTS BY PROVIDING SCHOLARSHIPS TOTALING OVER $200,000. 4. THE ENDOWMENT WAS ACQUIRED BY FUNDS FROM LEE HOSPITAL AND IS MANAGED BY A BOARD OF DIRECTORS THAT HAVE NOT SUBSTANTIALLY CONTRIBUTED TO THE ENDOWMENT.STRUCTURELEE INITIATIVES, INC. IS A NONPROFIT ORGANIZATION AND IS GOVERNED BY A BOARD OF DIRECTORS WHO ARE NOMINATED AND ELECTED TO SERVE ON THE BOARD. THESE INDIVIDUALS ARE RESPECTED MEMBERS OF THE COMMUNITY AND ARE NOT EMPLOYED BY LEE INITIATIVES, INC. MEETINGS ARE HELD REGULARLY AND BUSINESS DECISIONS ARE MADE BY MAJORITY VOTE.REVENUE SOURCESREVENUE IS RECEIVED FROM A VARIETY OF SOURCES WHICH INCLUDE THE FOLLOWING.1. ANNUAL FUNDRAISING BANQUET CONSISTING OF DONATIONS FROM INDIVIDUALS, BUSINESSES, AND CORPORATE SPONSORS.2. DONATIONS FROM COMMUNITY ORGANIZATIONS3. LEASE REVENUE4. MANAGEMENT FEE INCOME FOR SERVICES PROVIDED TO OTHER ORGANIZATIONS.5. INVESTMENT INCOMEPLANNING AND REGULAR ACTIVITIES TO ATTRACT DONORS AND SUPPORT INCLUDE THE FOLLOWING: PUBLIC SPEAKING ENGAGEMENTS FACILITY AND GROUNDS TOURS PRINT INFORMATIONAL MATERIALS ONE TO ONE CONTACTS SPECIAL EVENTSSUPPORT ACTIVITIESLEE INITIATIVES, INC. SUPPORTS NONPROFIT HEALTH RELATED ORGANIZATIONS BY PROVIDING ANNUAL GRANTS BASED ON A COMMITTEE'S REVIEW OF GRANT APPLICATIONS FOR THE NEEDS OF THOSE ORGANIZATIONS THAT HAVE APPLIED FOR SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS.LEE INITIATIVES, INC. SUPPORTS INDIVIDUAL STUDENTS BY PROVIDING ANNUAL SCHOLARSHIPS BASED ON A COMMITTEE'S REVIEW OF SCHOLARSHIP APPLICATIONS FOR STUDENTS PURSING AN EDUCATION IN THE MEDICAL FIELD.THE SERVICE AREA OF THIS ORGANIZATION INCLUDES TWO (2) COUNTIES IN WESTERN PENNSYLVANIA.ADVOCACY ACTIVITIESLEE INITIATIVES, INC. PROVIDES AWARENESS OF THE NEEDS OF LOCAL NONPROFIT ORGANIZATIONS BY DISCUSSING THE MISSION OF THOSE ORGANIZATIONS AT FUNDRAISERS AND AN ANNUAL CEREMONY ANNOUNCING THE GRANTS THAT WERE AWARDED. THIS PROVIDES ADDITIONAL ADVERTISING FOR THESE ORGANIZATIONS WHICH HELPS TO INCREASE THEIR CONTRIBUTIONS BY THOSE IN ATTENDANCE OF THESE EVENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98402 98402 148585 81285 67300 165702 INVESTMENT IN WALNUT MANAGEMENT CORP 4107026 F 4107026 ACCRUED PAYROLL 13171 LOCAL TAX PAYABLE 584 PA UNEMPLOYMENT PAYABLE 269 ACCRUED PTO 10544 ACCRUED 401(K) PROFIT SHARING 10499 35067 X 3856807 1618837 703300 2322137 1534670 112244 112244 1646914 1335091 0 1335091 112244 112244 1447335 PART X, LINE 2: THE ORGANIZATION ADOPTED FASB INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS CODIFIED IN FASB ASC 740-10. THE CODIFIED INTERPRETATION REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN AND DETERMINE WHETHER IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION HAS PERFORMED AN EVALUATION AND HAS DETERMINED THERE ARE NO MATERIAL UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS THAT MEET THE REPORTING AND DISCLOSURE PROVISIONS OF FIN 48. THE ORGANIZATION RECORDS TAX PENALTIES AND INTEREST AS THEY OCCUR. FOR THE CURRENT YEAR ENDED, THE ORGANIZATION INCURRED NO TAX PENALTY OR INTEREST COSTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME (LOSS) OF SUBSIDIARY PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES ON 990 EXPENSE BUT NETTED WITH REVENUE ON FS PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES ON 990 EXPENSE BUT NETTED WITH REVENUE ON FS 1 WESTMONT FAMILY COUNSELING MINISTRIES 789 GOUCHER ST JOHNSTOWN PA 15905 0 10000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. ST VINCENT DEPAUL FOOD FOR FAMILIES 231 BEDFORD ST JOHNSTOWN PA 15901 0 45000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. SOMERSET COUNTY MOBILE FOOD BANK 1686 COXS CREEK RD SOMERSET PA 15501 0 25000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. CAMBRIA COUNTY DRUG COALITION 110 FRANKLIN ST 1ST FLOOR JOHNSTOWN PA 15901 0 20000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. NEW DAY INC 109 SOUTH ST JOHNSTOWN PA 15901 0 7500 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. LAUREL VIEW VILLAGE 2000 CAMBRIDGE DR DAVIDSVILLE PA 15928 0 25000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. GJCTC 445 SCHOOLHOUSE RD JOHNSTOWN PA 15904 0 9000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN ST DUQUESNE PA 15110 0 45000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. EASTER SEALS 232 WALNUT ST JOHNSTOWN PA 15901 0 30000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. CATHOLIC CHARITIES INC 1300 TWELFTH AVE PO BOX 1349 ALTOONA PA 16603 0 15000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. CAMBRIA COUNTY BACKPACK PROGRAM 516 MAIN ST JOHNSTOWN PA 15901 0 45000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. UNITED WAY OF THE LAUREL HIGHLANDS 422 MAIN ST STE 203 JOHNSTOWN PA 15901 0 28000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. VETERAN'S COMMUNITY INITIATIVES 727 GOUCHER ST JOHNSTOWN PA 15905 0 30000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. HIGHLANDS HEALTH FREE MEDICAL CLINIC 315 LOCUST ST 2ND FLOOR JOHNSTOWN PA 15901 0 50000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. WOMEN'S HELP CENTER 809 NAPOLEON ST JOHNSTOWN PA 15901 0 25000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. CHILDREN'S AID PROGRAM OF SOMERSET COUNTY 1476 N CTR AVE SOMERSET PA 15501 0 10000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. COMMUNITIES IN SCHOOLS OF PA 234 STATE STREET HARRISBURG PA 17101 0 10000 SUPPORT FOR VARIOUS HEALTH REALTED PROGRAMS. BRIDGES COOPERATIVE MINISTRY 510 LOCUST ST JOHNSTOWN PA 15901 0 7500 SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS. CAMP PARC 196 E CAMPUS AVE DAVIDSVILLE PA 15928 0 12000 SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS. MOMS HOUSE 1325 FRANKLIN ST JOHNSTOWN PA 15905 0 10000 SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS. STONEYCREEK QUEMAHONING INITIATIVE PO BOX 218 JOHNSTOWN PA 15907 0 7000 SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS. THE LEARNING LAMP 2025 BEDFORD ST JOHNSTOWN PA 15904 0 20000 SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS. VICTIM SERVICES 638 FERNDALE AVE JOHNSTOWN PA 15905 0 10000 SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS. SCHOLARSHIP TO STUDENTS 25 50000 PART I, LINE 2: COMMITTEE REVIEWS APPLICATIONS AND MAKES DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 IS CONDUCTED BY ORGANIZATION'S FISCAL OFFICER. FORM 990, PART VI, SECTION C, LINE 18 ORGANIZATION MAKES FORMS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME/LOSS OF SUBSIDIARY ORGANIZATION 722,950. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JOHNSTOWN MEDICAL DEVELOPMENT CORPORATION PO BOX 66 JOHNSTOWN PA 159070066 251427542 PROVIDES FOR MEDICAL OFFICE AND DIAGNOSITIC SPACE AND RELATED PARKING PA 501(C)(2) 0 WALNUT MANAGEMENT CORPORATION PO BOX 66 JOHNSTOWN PA 159070066 251406774 RENTAL AND SALES OF MEDICAL EQUIPMENT PA C 1.00000 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 WALNUT MANAGEMENT CORPORATION L 228000