Nonprofit · EIN 65-0645343
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33916
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $41,636,243 | $25,590,402 | $16,045,841 | $114,270,968 | $22,635,520 | $91,635,448 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $37,248,467
- of which government grants
- $1,877,484
- Program service revenue
- $0
- Investment income
- $3,824,676
- Net gain from sales of assets
- $31,618
- Net income from fundraising events
- $563,100
- Other revenue
- $563,100
Expenses
- Grants and similar amounts paid
- $21,082,635
- Other salaries and wages
- $2,619,632
- Salaries, compensation and benefits (total)
- $3,061,572
- Professional fundraising fees
- $243,111
- Legal fees
- $905
- Occupancy
- $937
- Travel
- $9,327
- Depreciation
- $53,512
- Program services (functional)
- $21,082,635
- Management and general (functional)
- $1,335,217
- Fundraising (functional)
- $3,172,550
Balance sheet and other
- Total assets, start of year
- $87,349,356
- Total assets, end of year
- $114,270,968
- Total liabilities, end of year
- $22,635,520
- Net assets, end of year
- $91,635,448
- Land, buildings and equipment
- $52,263
- Publicly traded securities
- $19,740,205
- Net assets without donor restrictions
- $10,006,069
- Net assets with donor restrictions
- $81,629,379
- Gross receipts
- $45,169,475
- Employees
- 0
- Volunteers
- 325
- Year formed
- 1995
- 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 |
|---|---|---|---|---|---|
| LAWRENCE ANTONUCCI | TRUSTEE (EX-OFFICIO) Trustee or director | 1 | $0 | $696,370 | $13,264 |
| BENJAMIN SPENCE | CFO & COO, LHS, INC. Officer | 1 | $0 | $361,876 | $7,204 |
| CHRISTOPHER SIMONEAU | CHIEF DEVELOPMENT OFFICER Officer | 15 | $0 | $182,651 | $4,622 |
| DAVID KLEIN | TRUSTEE (EX-OFFICIO) Trustee or director | 1 | $0 | $2,810 | $0 |
| BILL CRONIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DOMINIC CAMERATTA | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY PRICE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNY GEZELLA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIAN RIST | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHETAN GULATI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID CALL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH TOLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| F BRETT SHANNON DO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED PEZESHKAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARRETT S RICHTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY GOLD | TRUSTEE (EX-OFFICIO) Trustee or director | 1 | $0 |
| IAN SCHMOYER | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER MCCURRY | TRUSTEE Trustee or director | 1 | $0 |
| JERRY SUSHIL | TRUSTEE (EX-OFFICIO) Trustee or director | 1 | $0 |
| JOSEPH CATTI | TRUSTEE Trustee or director | 1 | $0 |
| JOSHUA DORCEY | TRUSTEE Trustee or director | 1 | $0 |
| KRISTIN HAAG | TRUSTEE Trustee or director | 1 | $0 |
| LAURYE O'MELIA | TRUSTEE Trustee or director | 1 | $0 |
| MARGARET EMBROLI | TRUSTEE (EX-OFFICIO) Trustee or director | 1 | $0 |
| ONUR HAYTAC | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD D FORMAN | TRUSTEE Trustee or director | 1 | $0 |
| RYAN D CARTER | TRUSTEE Trustee or director | 1 | $0 |
| SANDRA STILWELL YOUNGQUIST | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN CHICONE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4211 METRO PARKWAY THIRD FLOOR, FORT MYERS, FL 33916-9526
- Principal officer (990 for 2024)
- DOMINIC CAMERATTA, 4211 METRO PARKWAY THIRD FLOOR, FORT MYERS, FL 33916
- Signed the 990
- JOHN MALLIA, CHIEF FINANCIAL OFFICER
- Phone
- (239) 343-8307
- Website
- WWW.LEEHEALTHFOUNDATION.ORG
- Return prepared by
- DELOITTE TAX LLP
Mission
THE SPECIFIC AND PRIMARY PURPOSES FOR WHICH THIS CORPORATION IS FORMED IS TO OPERATE FOR THE ADVANCEMENT OF THE MISSION OF LEE HEALTH SYSTEM, INC., A FLORIDA NOT-FOR-PROFIT CORPORATION, BY ENGAGING IN FUND RAISING AND BY THE DISTRIBUTION OF ITS FUNDS FOR SUCH PURPOSES TO AND FOR THE BENEFIT OF LEE HEALTH SYSTEM, INC.
Program accomplishments
- LEE HEALTH FOUNDATION SERVES AS THE FUNDRAISING AND ADVANCEMENT ARM OF LEE HEALTH SYSTEM, INC. (LEE HEALTH). THE LEE HEALTH FOUNDATION PROVIDES A COMPREHENSIVE DEVELOPMENT OPERATION IN SUPPORT OF LEE HEALTH'S STRATEGIC PRIORITIES, INCLUDING RAISING PRINCIPAL, MAJOR, AND PLANNED GIFTS, OPERATING AN ANNUAL GIVING PROGRAM, AND CONDUCTING FUNDRAISING EVENTS. LEE HEALTH FOUNDATION SOLICITS, COLLECTS, MANAGES AND DISTRIBUTES FUNDS ACCORDING TO DONOR WISHES ON BEHALF OF LEE HEALTH. THE LEE HEALTH FOUNDATION PRIORITIZES IT'S FUNDRAISING ACTIVITIES TO SUPPORT THE GROWTH OF CAPITAL FACILITIES, PROGRAMMATIC EXPANSION, PERSONNEL, AND OTHER PRIORITIES OF LEE HEALTH, INCLUDING THE HEART, CANCER, ORTHOPEDICS AND DIGESTIVE HEALTH SERVICES LINES, AND PRIMARY, WOMEN'S AND CHILDREN'S CARE. LEE HEALTH FOUNDATION ALSO PROVIDES GRANTS TO SUPPORT COMMUNITY PROGRAMS, WHICH TOTALED $55,000 FOR THE PERIOD ENDING SEPTEMBER 30, 2025.Expenses $21,082,635 · grants $21,082,635
What it must file and when
IRS records say it files Not required (state instrumentality). 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 | Check at the IRS |
IRS record
- EIN
- 65-0645343
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- September
- Files
- Not required (state instrumentality)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T112)
- Assets (IRS master file)
- $114,270,968
- Income (IRS master file)
- $45,169,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $41,636,243 | $25,590,402 | $114,270,968 | XML |
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 65-0645343).
Questions about LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
- What is the EIN of LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC?
- The employer identification number (EIN) of LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC is 65-0645343.
- Is LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC file?
- Form Not required (state instrumentality).
- When is the next return of LEE MEMORIAL HEALTH SYSTEM FOUNDATION 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 LEE MEMORIAL HEALTH SYSTEM FOUNDATION 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 LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names DOMINIC CAMERATTA.
- Who are the officers and directors of LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $41,636,243, expenses of $25,590,402 and total assets of $114,270,968 at year end.
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