Nonprofit · EIN 47-2508009
STRATUM HEALTH SYSTEM INC
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $14,103,046 | $8,207,905 | $5,895,141 | $162,043,298 | $27,450,462 | $134,592,836 |
| September 30, 2024 | 990 | $46,332,558 | $34,926,443 | $11,406,115 | $159,497,930 | $24,308,721 | $135,189,209 |
| September 30, 2023 | 990 | $34,718,621 | $39,267,845 | -$4,549,224 | $136,520,395 | $8,808,489 | $127,711,906 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,000,000
- Program service revenue
- $4,156,651
- Investment income
- $6,805,104
- Net rental income
- $141,291
- Net gain from sales of assets
- $5,003,632
- Other revenue
- $141,291
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,031,687
- Salaries, compensation and benefits (total)
- $2,498,854
- Professional fundraising fees
- $0
- Legal fees
- $84,581
- Occupancy
- $1,593,441
- Travel
- $38,698
- Depreciation
- $1,946,068
- Program services (functional)
- $5,835,597
- Management and general (functional)
- $2,372,308
Balance sheet and other
- Total assets, start of year
- $159,497,930
- Total assets, end of year
- $162,043,298
- Total liabilities, end of year
- $27,450,462
- Net assets, end of year
- $134,592,836
- Land, buildings and equipment
- $36,319,732
- Net assets without donor restrictions
- $134,592,836
- Gross receipts
- $14,607,121
- Employees
- 179
- Volunteers
- 210
- Year formed
- 2014
- State of legal domicile
- FL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $727,103 | $65,307 |
| TARRAH L LOWRY | CHIEF OPERATING OFFICER Officer | 1 | $0 | $616,625 | $54,771 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $452,474 | $56,023 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Trustee or director, Officer | 1 | $0 | $407,068 | $54,425 |
| JACQUELINE A BIK | CX - PRIMARY CARE PHYSIC Highest-paid employee | 40 | $242,206 | $0 | $37,317 |
| JAN MILLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN LOGAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LINDA DE MELLO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL USELTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 20 | $827,833 | $0 | $48,894 |
| JENNIFER M DAWES | PROFESSIONAL DEVELOPMENT LIASON Highest-paid employee | 40 | $571,861 | $0 | $22,272 |
| ERICA D RELL | PROFESSIONAL DEVELOPMENT LIASON Highest-paid employee | 40 | $463,464 | $0 | $22,549 |
| SAIDA BOUHAMID | CFO Officer | 20 | $447,125 | $0 | $38,556 |
| CHARLES JOHNSON | FORMER CHIEF MISSION PEOPLE OFFICER Former | 40 | $456,996 | $0 | $26,844 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Trustee or director, Officer | 39 | $380,853 | $0 | $38,110 |
| RAFAEL J SCIULLO | FORMER PRESIDENT Former | 0 | $0 | $411,354 | $2,364 |
| PAULINE MAILEY | CHIEF NURSING OFFICER Officer | 40 | $241,483 | $0 | $28,948 |
| CECILLE RIGGS | SVP HOME HEALTH Key employee | 40 | $229,231 | $0 | $36,949 |
| JACQUELINE A BIK | CX - PRIMARY CARE PHYSIC Highest-paid employee | 40 | $234,075 | $0 | $27,311 |
| TAYLOR D MEEKS | HH TERRITORY MANAGER Highest-paid employee | 40 | $239,417 | $0 | $14,365 |
| DEBRA A MASON | FORMER PRESIDENT TIDEWELL FOUNDATION Former | 0 | $0 | $219,939 | $0 |
| CHRISTOPHER MERRITT | SVP BUSINESS DEVELOPMENT - HOME HEALTH Highest-paid employee | 40 | $166,177 | $0 | $3,015 |
| JAN MILLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN LOGAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LINDA DE MELLO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL USELTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAFAEL J SCIULLO | FORMER PRESIDENT Former | 20 | $0 | $694,975 | $72,264 |
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 20 | $624,034 | $0 | $60,277 |
| JENNIFER M DAWES | PROFESSIONAL DEVELOPMENT LIASON Highest-paid employee | 40 | $475,038 | $0 | $44,279 |
| SAIDA BOUHAMID | CFO Officer | 20 | $452,197 | $0 | $50,184 |
| NEVILLE B SARKARI | CHIEF MEDICAL OFFICER Officer | 40 | $425,839 | $0 | $61,126 |
| ERICA D RELL | PROFESSIONAL DEVELOPMENT LIASON Highest-paid employee | 40 | $454,638 | $0 | $21,178 |
| PHILLIP FIORET | FORMER PHYSICIAN Former | 40 | $343,404 | $0 | $38,741 |
| RANDAL B CURRIN JR | FORMER CHIEF MISSION STRATEGY & INTEGRATION OFFICE Former | 40 | $310,314 | $0 | $14,392 |
| STACEY KAY | BUSINESS DEVELOPMENT ANALYST Highest-paid employee | 40 | $247,456 | $0 | $54,015 |
| JULIE D SCHILSON | FORMER CHIEF HR OFFICER Former | 40 | $291,808 | $0 | $8,442 |
| DEBRA A MASON | FORMER PRESIDENT TIDEWELL FOUNDATION Former | 0 | $238,131 | $0 | $40,159 |
| ALAN L WELDY | FORMER CHIEF LEGAL & MISSION EXCELLENCE OFFICER Former | 40 | $240,703 | $0 | $32,029 |
| CECILLE RIGGS | SVP HOME HEALTH Key employee | 40 | $195,317 | $0 | $45,613 |
| PAULINE MAILEY | CHIEF NURSING OFFICER Officer | 40 | $173,078 | $0 | $38,016 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Trustee or director, Officer | 39 | $180,995 | $0 | $16,558 |
| CHARLES JOHNSON | FORMER CHIEF MISSION PEOPLE OFFICER Former | 40 | $89,710 | $0 | $7,503 |
| DAVID LAFFERTY | FORMER CHIEF INFORMATION OFFICER Former | 40 | $86,279 | $0 | $0 |
| JAN MILLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIMBERLIE BUCHANAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN LOGAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDY BUCHANAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA DE MELLO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL USELTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202-5013
- In care of
- % REBECCA BISSON
- Principal officer (990 for 2024)
- JONATHAN FLEECE, 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202
- Signed the 990
- JONATHAN FLEECE, PRESIDENT/CEO
- Phone
- (941) 552-5900
- Website
- WWW.EMPATHHEALTH.ORG
- Return prepared by
- FORVIS MAZARS LLP
Mission
STRATUM HEALTH SYSTEM WAS CREATED TO ESTABLISH A COMPREHENSIVE SYSTEM ENABLING ACCESS TO POST-ACUTE HEALTH CARE SERVICES, BENEFITING THE COMMUNITY AND OTHER HEALTH CARE ORGANIZATIONS.
Program accomplishments
- STRATUM HEALTH SYSTEM PROVIDES MANAGEMENT & ADMINISTRATIVE SUPPORT SERVICES TO THE HEALTH CARE OPERATIONS OF ITS RELATED HEALTHCARE ORGANIZATIONS: TIDEWELL HOSPICE, INC., TIDEWELL HOME HEALTH, LLC DBA APPROVED HOME HEALTH, KB HEALTH SOLUTIONS, LLC AND CORPAS HOME HEALTH CARE, TOGETHER DBA AVIDITY HOME HEALTH, AND CONNEXIS MEDICAL SERVICES, LLC AS WELL AS OTHER RELATED ENTITIES. TIDEWELL HOSPICE, INC. PROVIDES A FULL SPECTRUM OF PROGRAMS AND SERVICES DESIGNED TO RESPOND TO THE NEEDS OF PATIENTS AND FAMILIES THAT ARE LIVING WITH ADVANCED ILLNESS. TIDEWELL HOSPICE'S MISSION IS HELPING PEOPLE LIVE WELL BY PROVIDING CARE, COMFORT AND COMPASSION. TIDEWELL HOSPICE PROVIDED HOSPICE CARE TO PATIENTS AND THEIR FAMILIES THROUGHOUT SARASOTA, MANATEE, CHARLOTTE AND DESOTO COUNTIES. STRATUM PROVIDES MANAGEMENT, ADMINISTRATIVE AND TECHNICAL SUPPORT SERVICES RELATED TO QUALITY, COMPLIANCE, MEDICAL RECORDS, TECHNOLOGY, HUMAN RESOURCES, BILLING, FINANCIAL SERVICES, CONSULTING AND OTHER AREAS AS NEEDED TO SUPPORT THE PATIENT CARE OPERATIONS.Expenses $4,428,308 · revenue $3,650,490
- CONNEXIS MEDICAL SERVICES, LLC EXISTS TO HELP EXPAND ACCESS TO QUALITY HEALTH CARE AND RELATED COMMUNITY SERVICES. THE PHILOSOPHY IS THAT ALL PEOPLE SHOULD HAVE ACCESS TO QUALITY CARE AND SERVICES THROUGHOUT THE CONTINUUM OF LIFE. PHYSICIAN CARE SERVICES PROVIDED VISITS MADE TO HOMES, ASSISTED LIVING FACILITIES AND NURSING FACILITIES, COMPLEMENTING THE SERVICES OFFERED BY OTHER ENTITIES IN THE STRATUM SYSTEM.Expenses $1,407,289 · revenue $647,452
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 47-2508009
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2015
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E19)
- Assets (IRS master file)
- $162,043,298
- Income (IRS master file)
- $14,607,121
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $14,103,046 | $8,207,905 | $162,043,298 | XML |
| 990 | September 2024 | $46,332,558 | $34,926,443 | $159,497,930 | XML |
| 990 | September 2023 | $34,718,621 | $39,267,845 | $136,520,395 | XML |
| 990 | September 2022 | $64,895,933 | $70,534,759 | $149,098,432 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 47-2508009).
Questions about STRATUM HEALTH SYSTEM INC
- What is the EIN of STRATUM HEALTH SYSTEM INC?
- The employer identification number (EIN) of STRATUM HEALTH SYSTEM INC is 47-2508009.
- Is STRATUM HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to STRATUM HEALTH SYSTEM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does STRATUM HEALTH SYSTEM INC 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 STRATUM HEALTH SYSTEM INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STRATUM HEALTH SYSTEM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of STRATUM HEALTH SYSTEM INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLEECE.
- Who are the officers and directors of STRATUM HEALTH SYSTEM INC?
- The 990 for the year ended September 30, 2025 lists 10 people; 1 received compensation from the organization.
- How much revenue does STRATUM HEALTH SYSTEM INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $14,103,046, expenses of $8,207,905 and total assets of $162,043,298 at year end.
Other nonprofits in LAKEWOOD RANCH
- EMPATH HOME HEALTH DIVISION INC EIN 87-2762760 · last filed 990 for 2025
- TIDEWELL FOUNDATION INC EIN 85-0729071 · last filed 990 for 2025
- HOSPICE OF MARION COUNTY FOUNDATION INC EIN 92-2461222 · last filed 990 for 2025
- EMPATH HOSPICE DIVISION INC EIN 88-1853133 · last filed 990-N for 2024
- EMPATH ELDER SERVICES DIVISION INC EIN 88-1897020 · last filed 990-N for 2024
- TIDEWELL HOSPICE INC EIN 59-1911861 · last filed 990 for 2025
- HOSPICE OF PALM BEACH COUNTY INC EIN 59-1825937 · last filed 990 for 2025
- HOSPICE OF THE FLORIDA SUNCOAST INC EIN 59-1744006 · last filed 990 for 2025