Nonprofit · EIN 85-1356625
EMPATH-STRATUM INC
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $49,856,420 | $58,716,102 | -$8,859,682 | $749,387,948 | $110,049,417 | $639,338,531 |
| September 30, 2024 | 990 | $51,113,668 | $55,075,858 | -$3,962,190 | $641,052,107 | $29,536,441 | $611,515,666 |
| September 30, 2023 | 990 | $41,289,623 | $53,486,651 | -$12,197,028 | $406,078,871 | $24,389,875 | $381,688,996 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,688,947
- Program service revenue
- $46,167,473
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,572,809
- Other salaries and wages
- $25,419,401
- Salaries, compensation and benefits (total)
- $35,547,064
- Professional fundraising fees
- $0
- Legal fees
- $739,539
- Accounting fees
- $257,016
- Occupancy
- $5,213,963
- Travel
- $238,281
- Depreciation
- $1,438,818
- Program services (functional)
- $25,783,334
- Management and general (functional)
- $32,932,768
Balance sheet and other
- Total assets, start of year
- $641,052,107
- Total assets, end of year
- $749,387,948
- Total liabilities, end of year
- $110,049,417
- Net assets, end of year
- $639,338,531
- Land, buildings and equipment
- $5,467,668
- Net assets without donor restrictions
- $613,352,787
- Net assets with donor restrictions
- $25,985,744
- Gross receipts
- $49,856,420
- Employees
- 338
- Volunteers
- 9
- Year formed
- 2020
- 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 | Other / benefits |
|---|---|---|---|---|
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 20 | $727,103 | $65,307 |
| TARRAH L LOWRY | CHIEF OPERATING OFFICER Officer | 20 | $616,625 | $54,771 |
| NEVILLE B SARKARI | FORMER CHIEF MEDICAL OFFICER Former | 40 | $498,388 | $11,704 |
| SAIDA BOUHAMID | CFO Officer | 20 | $452,474 | $56,023 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Trustee or director, Officer | 20 | $407,068 | $54,425 |
| RHONDA L SANDERS | CHIEF MISSION ACCESS OFFICER Highest-paid employee | 40 | $382,676 | $50,781 |
| ARTHUR L CLARK | VP INFORMATION TECHNOLOGY Highest-paid employee | 40 | $253,354 | $37,566 |
| SCOTT KISTLER | VP FOR PUBLIC POLICY AND LEGISLATIVE AFFAIRS Highest-paid employee | 40 | $217,125 | $53,914 |
| LAURA MOSBY | CHIEF ETHICS & COMPLIANCE OFFICER Highest-paid employee | 40 | $207,335 | $52,356 |
| JACQUELINE C HARVEY | VP TALENT ACQUISITION & OPERATIONS Highest-paid employee | 40 | $224,729 | $18,284 |
| BENJAMIN HAYES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES WHETSTONE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JAN MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEBORAH NICKLAUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA DE MELLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA PLASTER | DIRECTOR Trustee or director | 1 | $0 |
| MARY JEAN ETTEN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL USELTON | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS STUHLEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $827,833 | $48,894 |
| NEVILLE B SARKARI | CHIEF MEDICAL OFFICER Highest-paid employee | 40 | $461,578 | $0 | $49,600 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $447,125 | $38,556 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Trustee or director, Officer | 1 | $0 | $380,853 | $38,110 |
| RAFAEL J SCIULLO | FORMER PRESIDENT Former | 0 | $0 | $411,354 | $2,364 |
| RHONDA L SANDERS | CHIEF MISSION ACCESS OFFICER Highest-paid employee | 40 | $370,366 | $0 | $35,990 |
| WADE A CHILDRESS | VP OPERATIONS & HUMAN RESOURCES Highest-paid employee | 40 | $305,576 | $0 | $37,822 |
| ARTHUR L CLARK | VP INFORMATION TECHNOLOGY Highest-paid employee | 40 | $230,380 | $0 | $25,578 |
| LAURA MOSBY | CHIEF ETHICS & COMPLIANCE OFFICER Highest-paid employee | 40 | $210,364 | $0 | $27,548 |
| JEFFREY BONHAM | FORMER CHIEF MISSION IMPLEMENTATION/SVP HOME HEALTH Former | 40 | $185,887 | $0 | $25,537 |
| BENJAMIN HAYES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLES WHETSTONE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEBORAH NICKLAUS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA DE MELLO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA PLASTER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY JEAN ETTEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL USELTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAFAEL J SCIULLO | FORMER PRESIDENT Former | 1 | $0 | $694,975 | $72,264 |
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $624,034 | $60,277 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $452,197 | $50,184 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Trustee or director, Officer | 1 | $0 | $180,995 | $16,558 |
| BENJAMIN HAYES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLES WHETSTONE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY JEAN ETTEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA DE MELLO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH NICKLAUS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA PLASTER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | 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
- % JONATHAN D FLEECE
- 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
THE MISSION OF EMPATH-STRATUM, INC. IS TO PROMOTE AND SUPPORT THE CHARITABLE MISSION OF EACH OF ITS AFFILIATES.
Program accomplishments
- EMPATH STRATUM , INC. PROVIDES LEADERSHIP AND STRATEGIC GUIDANCE FOR ITS AFFILIATES: EMPATH HOSPICE DIVISION, EMPATH COMPLETE CARE DIVISION, EMPATH HOME HEALTH DIVISION, EMPATH COMMUNITY SERVICES DIVISION, AND RELATED FOUNDATIONS.Expenses $25,783,334 · revenue $46,167,473
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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 85-1356625
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2020
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P74)
- Assets (IRS master file)
- $749,387,948
- Income (IRS master file)
- $49,856,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $49,856,420 | $58,716,102 | $749,387,948 | XML |
| 990 | September 2024 | $51,113,668 | $55,075,858 | $641,052,107 | XML |
| 990 | September 2023 | $41,289,623 | $53,486,651 | $406,078,871 | XML |
| 990 | September 2022 | $6,853 | $1,515,923 | $337,557,524 | IRS |
| 990 | September 2021 | – | – | – | 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 85-1356625).
Questions about EMPATH-STRATUM INC
- What is the EIN of EMPATH-STRATUM INC?
- The employer identification number (EIN) of EMPATH-STRATUM INC is 85-1356625.
- Is EMPATH-STRATUM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to EMPATH-STRATUM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does EMPATH-STRATUM 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 EMPATH-STRATUM INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EMPATH-STRATUM 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 EMPATH-STRATUM INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLEECE.
- Who are the officers and directors of EMPATH-STRATUM INC?
- The 990 for the year ended September 30, 2025 lists 19 people; 10 received compensation from the organization, the highest $727,103 (JONATHAN FLEECE, PRESIDENT/CEO).
- How much revenue does EMPATH-STRATUM INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $49,856,420, expenses of $58,716,102 and total assets of $749,387,948 at year end.
Other nonprofits in LAKEWOOD RANCH
- 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
- TRUSTBRIDGE INC EIN 20-3974015 · last filed 990 for 2025
- HOSPICE OF MARION COUNTY INC EIN 59-2214796 · last filed 990 for 2025
- EMPATH HEALTH INC EIN 26-3605761 · last filed 990 for 2025
- SUNCOAST PACE INC EIN 45-2980257 · last filed 990 for 2025
- TRUSTBRIDGE FOUNDATION INC EIN 20-3974070 · last filed 990 for 2025