Nonprofit · EIN 25-1391882
LEE HEALTH SERVICES
Tax-exempt · JOHNSTOWN, PA 15901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,571,246 | $1,462,650 | $108,596 | $24,477,286 | $303,572 | $24,173,714 |
| June 30, 2024 | 990 | $1,646,914 | $1,447,335 | $199,579 | $23,059,210 | $409,213 | $22,649,997 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $68,706
- Program service revenue
- $392,951
- Investment income
- $1,107,961
- Net gain from sales of assets
- $690,125
- Net income from fundraising events
- $1,628
- Other revenue
- $1,628
Expenses
- Grants and similar amounts paid
- $903,765
- Compensation of officers, directors and key employees
- $192,240
- Other salaries and wages
- $46,983
- Salaries, compensation and benefits (total)
- $307,134
- Professional fundraising fees
- $0
- Accounting fees
- $29,000
- Occupancy
- $32,933
- Program services (functional)
- $1,334,738
- Management and general (functional)
- $122,709
- Fundraising (functional)
- $5,203
Balance sheet and other
- Total assets, start of year
- $23,059,210
- Total assets, end of year
- $24,477,286
- Total liabilities, end of year
- $303,572
- Net assets, end of year
- $24,173,714
- Land, buildings and equipment
- $150,356
- Publicly traded securities
- $18,989,844
- Net assets without donor restrictions
- $24,163,508
- Net assets with donor restrictions
- $10,206
- Gross receipts
- $13,001,518
- Employees
- 6
- Volunteers
- 9
- Year formed
- 1981
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JODI CLARK | CEO Officer | 1 | $0 | $109,281 | $25,901 |
| DAVID GRAY | CFO Officer | 40 | $82,959 | $0 | $15,250 |
| JOHN CAMMERATA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JERRY BAXTER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY BORKOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDY FEDORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVE KALINA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD SHOEMAKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE STEVENS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE ROPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODI CLARK | CEO Officer | 1 | $95,331 |
| DAVID GRAY | CFO Officer | 1 | $78,633 |
| JOHN CAMMERATA | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JERRY BAXTER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY BORKOW | DIRECTOR Trustee or director | 1 | $0 |
| ANDY FEDORE | DIRECTOR Trustee or director | 1 | $0 |
| DAVE KALINA | DIRECTOR Trustee or director | 1 | $0 |
| MARK MILLER | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD SHOEMAKER | DIRECTOR Trustee or director | 1 | $0 |
| MIKE STEVENS | DIRECTOR Trustee or director | 1 | $0 |
| MIKE ROPER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 321 MAIN ST STE 4A, JOHNSTOWN, PA 15901-1632
- Principal officer (990 for 2024)
- DAVID GRAY, 321 MAIN STREET SUITE 4A, JOHNSTOWN, PA 15901
- Signed the 990
- DAVID GRAY, CHIEF FINANCIAL OFFICER
- Phone
- (814) 533-0751
- Website
- WWW.LEEINITIATIVES.COM
- Return prepared by
- WESSEL & COMPANY
Mission
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.
Program accomplishments
- TO PROVIDE GRANT FUNDS TO HEALTH RELATED ORGANIZATIONSExpenses $1,334,738 · grants $903,765 · revenue $1,500,912
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1391882
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $24,477,286
- Income (IRS master file)
- $13,001,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,571,246 | $1,462,650 | $24,477,286 | XML |
| 990 | June 2024 | $1,646,914 | $1,447,335 | $23,059,210 | XML |
| 990 | June 2023 | $844,971 | $1,114,920 | $20,298,803 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1391882).
Questions about LEE HEALTH SERVICES
- What is the EIN of LEE HEALTH SERVICES?
- The employer identification number (EIN) of LEE HEALTH SERVICES is 25-1391882.
- Is LEE HEALTH SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to LEE HEALTH SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEE HEALTH SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEE HEALTH SERVICES due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEE HEALTH SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEE HEALTH SERVICES?
- The 990 for the year ended June 30, 2025 names DAVID GRAY.
- Who are the officers and directors of LEE HEALTH SERVICES?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization.
- How much revenue does LEE HEALTH SERVICES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,571,246, expenses of $1,462,650 and total assets of $24,477,286 at year end.
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