LEE HEALTH SYSTEM INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEE HEALTH SYSTEM INC (EIN 99-2646504)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202602309349302215
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T17:45:23-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 TYSONS ONE PLACE SUITE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221024219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 992646504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEH | BusinessNameControlTxt |
| Phone | 2393438421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4211 METRO PARKWAY 3RD FLOOR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33916 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MALLIA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2393438421 | PhoneNum |
| Signature | 2026-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL KAUFMAN | PreparerPersonNm |
| PTIN | P01485017 | PTIN |
| Phone | 7032511000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | DR LAWRENCE ANTONUCCI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4211 METRO PARKWAY 3RD FLOOR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,175,539,016 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.LEEHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2024 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO BE A TRUSTED PARTNER, EMPOWERING HEALTHIER LIVES THROUGH CARE AND COMPASSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 17835 | TotalEmployeeCnt |
| Total Volunteers | 2373 | TotalVolunteersCnt |
| Total Gross UBI | $1,223,154 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $592,726 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $148,147,585 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $3,203,277,962 | CYProgramServiceRevenueAmt |
| CY Investment Income | $138,064,993 | CYInvestmentIncomeAmt |
| CY Other Revenue | $15,446,677 | CYOtherRevenueAmt |
| CY Total Revenue | $3,504,937,217 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $6,881,102 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $1,628,841,325 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $1,401,344,556 | CYOtherExpensesAmt |
| CY Total Expenses | $3,037,066,983 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $467,870,234 | CYRevenuesLessExpensesAmt |
| Total Assets EOY | $4,907,336,172 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $1,595,806,507 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances EOY | $3,311,529,665 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BE A TRUSTED PARTNER, EMPOWERING HEALTHIER LIVES THROUGH CARE AND COMPASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,747,119,510 | ExpenseAmt |
| Grant | $6,881,102 | GrantAmt |
| Revenue | $3,206,212,238 | RevenueAmt |
| Desc | LEE HEALTH SYSTEM, INC. (LHS) PROVIDES BOTH INPATIENT AND OUTPATIENT HEALTHCARE SERVICES THROUGHOUT SOUTHWEST FLORIDA. AS A SAFETY-NET HOSPITAL, LHS PROVIDES SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. PROVIDING HEALTHCARE ACROSS FIVE HOSPITALS AND OVER 100 OUTPATIENT LOCATIONS, INCLUDING A REGIONAL CANCER CENTER, LHS PROVIDED IN EXCESS OF $168 MILLION IN CHARITY CARE TO THE COMMUNITY FOR PATIENTS WHO WERE NOT COVERED BY ANY GOVERNMENTAL OR PRIVATE INSURANCE PROGRAM. IN ADDITION, LHS PROVIDED ALMOST $60 MILLION IN COMMUNITY BENEFIT AND OUTREACH, THROUGH PROGRAMS SUCH AS EXPANSIVE CLINICAL EDUCATION, COMMUNITY DONATIONS, AND HEALTH PROMOTION AND EDUCATION. LHS PROVIDES A COMPLETE RANGE OF HEALTHCARE SERVICES. WITH OVER 1800 INPATIENT ACUTE CARE ADULT BEDS AND A 135 BED CHILDREN'S HOSPITAL (INCLUDING 70 NICU BEDS), LHS SUPPORTED OVER 90,000 ADMISSIONS TO ACUTE CARE, REPRESENTING OVER 500,000 DAYS OF TOTAL INPATIENT CARE. IN ADDITION, LHS COMPLETED OVER 56,000 INPATIENT AND OUTPATIENT SURGERIES, GAVE BIRTH TO OVER 7,500 BABIES, PROVIDED SERVICES TO OVER 300,000 PATIENTS THROUGH THE EMERGENCY ROOM, 40,000 HOME HEALTH VISITS, AND NEARLY 2,500,000 VISITS WITH PROVIDERS. LHS INCLUDES OVER 17,000 EMPLOYEES WORKING WITH A MEDICAL STAFF OF 2,500 PROVIDERS, AS WELL AS EXTERNAL VOLUNTEERS IN THE THOUSANDS. HIGHLIGHTS OF OUR EXPANDED CARE FOR THE COMMUNITY INCLUDE THE LAUNCH OF A MOBILE MEDICAL CLINIC, PARTNERSHIPS IN PARAMEDICINE WITH LEE COUNTY EMERGENCY SERVICES, THE CREATION OF A PEDIATRIC CLINIC INSIDE OF FRANKLIN PARK ELEMENTARY, THE SIGNIFICANT EXPANSION OF PEDIATRIC BEHAVIORAL HEALTH SERVICES, AND THE ONLY HOSPITAL IN FLORIDA (GOLISANO CHILDREN'S HOSPITAL) TO BE CERTIFIED AS AN AUTISM CENTER. | Desc |
| Total Program Service Expenses | $2,747,119,510 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1048 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17835 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL ADAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2393438322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4211 METRO PARKWAY 3RD FLOOR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE ANTONUCCI | |||||||||
| PRESIDENT/CEO AND DIRECTOR (EX-OFFICIO) | 59.00 | 1.00 | Yes (X) | Yes (X) | $696,370 | $0 | $13,264 | ||
| DONNA CLARKE | |||||||||
| VICE CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $2,860 | $0 | $0 | ||
| DAVID COLLINS | |||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $2,810 | $0 | $0 | ||
| DAVID KLEIN | |||||||||
| CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $2,810 | $0 | $0 | ||
| DANE ALLEN | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $2,810 | $0 | $0 | |||
| DANIEL ADLER | |||||||||
| DIRECTOR (END 03/25) | 1.00 | 2.00 | Yes (X) | $2,810 | $0 | $0 | |||
| DIANE CHAMPION | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $2,810 | $0 | $0 | |||
| KATHLEEN BRIDGE-LILES | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $2,810 | $0 | $0 | |||
| NANCY MCGOVERN | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $2,810 | $0 | $0 | |||
| STEPHEN BROWN | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $2,810 | $0 | $0 | |||
| THERESE EVERLY | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $2,810 | $0 | $0 | |||
| WILLIAM GRUVER | |||||||||
| SECRETARY (BEGIN 12/24) | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID B PRYOR | |||||||||
| DIRECTOR (BEGIN 08/25) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH CATTI | |||||||||
| DIRECTOR (BEGIN 02/25) | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER ANDRUSZKIEWICZ | |||||||||
| DIRECTOR (BEGIN 02/25) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMIRA K BECKWITH | |||||||||
| DIRECTOR (BEGIN 08/25) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN SPENCE | |||||||||
| CFO & COO | 53.00 | 2.00 | Yes (X) | $361,876 | $0 | $7,204 | |||
| IAHN GONSENHAUSER | |||||||||
| CHIEF MEDICAL OFFICER | 55.00 | 0.00 | $485,043 | $0 | $11,427 | Yes (X) | |||
| SCOTT NYGAARD | |||||||||
| CHIEF OPERATING OFFICER | 55.00 | 0.00 | $398,798 | $0 | $5,934 | Yes (X) | |||
| KRISTINE FAY | |||||||||
| CHIEF ADMIN OFFICER - LPG AND AMBULATORY CARE SVCS | 55.00 | 0.00 | $257,792 | $0 | $1,870 | Yes (X) | |||
| MICHAEL WUKITSCH | |||||||||
| CHIEF PEOPLE OFFICER | 55.00 | 0.00 | $232,186 | $0 | $9,574 | Yes (X) | |||
| JOHN SCHOOLER | |||||||||
| CHIEF INFORMATION OFFICER | 55.00 | 0.00 | $228,542 | $0 | $8,758 | Yes (X) | |||
| JENNIFER HIGGINS | |||||||||
| CHIEF NURSING OFFICER | 55.00 | 0.00 | $178,214 | $0 | $5,700 | Yes (X) | |||
| DONALD MOYER | |||||||||
| NEUROSURGEON II | 55.00 | 0.00 | $578,472 | $0 | $5,527 | Yes (X) | |||
| WESLEY FAUNCE | |||||||||
| NEUROSURGEON II | 55.00 | 0.00 | $386,495 | $0 | $3,816 | Yes (X) | |||
| MURALI MUPPALA | |||||||||
| OFFICE PHYSICIAN | 55.00 | 0.00 | $325,442 | $0 | $690 | Yes (X) | |||
| THOMAS HUNT | |||||||||
| CHIEF PHYSICIAN EXEC - MUSCULOSKELETAL | 55.00 | 0.00 | $295,558 | $0 | $15,169 | Yes (X) | |||
| MALISSA WOOD | |||||||||
| CHIEF PHYSICIAN EXEC HEART AND VASCULAR INSTITUTE | 55.00 | 0.00 | $273,172 | $0 | $7,815 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,726,110 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,748 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 140 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUEST DIAGNOSTICS | |||||
| PO BOX 822557 | PHILADELPHIA | PA | 19182 | LAB SERVICES | $5,765,032 |
| SKANSKA USA | |||||
| 389 INTERPACE PARKWAY 5TH FLOOR | PARSIPPANY | NJ | 07054 | CONSTRUCTION CONTRACTOR | $4,545,755 |
| TRELLISRX LLC | |||||
| PO BOX 7410812 | CHICAGO | IL | 60674 | PHARMACY SERVICES | $4,425,366 |
| US ANESTHESIA PARTNERS OF FL | |||||
| PO BOX 841069 | DALLAS | TX | 752841069 | ANESTHESIA SERVICES PROVIDER | $2,861,996 |
| AMERICAN ANESTHESIOLOGY OF FLORIDA INC | |||||
| PO BOX 936824 | ATLANTA | GA | 311936824 | ANESTHESIA SERVICES PROVIDER | $2,480,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 50 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $21,027,135 | RelatedOrganizationsAmt |
| Government Grants | $127,120,450 | GovernmentGrantsAmt |
| Total Contributions | $148,147,585 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT SERVICE RE | 622110 | $2,950,508,410 | $2,950,508,410 | |
| PHARMACY | 456110 | $207,219,464 | $206,972,994 | $246,470 |
| HOSPITAL JOINT VENTURE | 621111 | $20,832,404 | $20,832,404 | |
| RENTAL INCOME | 531120 | $4,153,330 | $3,176,646 | $976,684 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,564,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,564,354 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,203,277,962 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,807,212 | TotalRevenueColumnAmt |
| Exclusion | $109,807,212 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $571,923 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $571,923 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $571,923 | TotalRevenueColumnAmt |
| Exclusion | $571,923 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $698,775,595 | SecuritiesAmt |
| Other | $83,985 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $669,652,622 | SecuritiesAmt |
| Other | $949,177 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,122,973 | SecuritiesAmt |
| Other | -$865,192 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,257,781 | TotalRevenueColumnAmt |
| Exclusion | $28,257,781 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA | 722513 | $8,788,214 | $8,788,214 |
| OTHER SALES REVENUE | 561000 | $3,152,264 | $3,152,264 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,934,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,934,276 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,874,754 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,504,937,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,204,989,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,223,154 | UnrelatedBusinessRevenueAmt |
| Exclusion | $150,577,394 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,785,122 | TotalAmt |
| Program Services | $5,785,122 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,460 | TotalAmt |
| Program Services | $348,460 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,520 | TotalAmt |
| Program Services | $747,520 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,849,859 | TotalAmt |
| Management And General | $9,849,859 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,613 | TotalAmt |
| Management And General | $134,613 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,395,089,029 | TotalAmt |
| Program Services | $1,371,262,548 | ProgramServicesAmt |
| Management And General | $23,826,481 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,605,659 | TotalAmt |
| Program Services | $2,605,659 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,918,290 | TotalAmt |
| Program Services | $125,816,068 | ProgramServicesAmt |
| Management And General | $3,102,222 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,243,875 | TotalAmt |
| Program Services | $72,242,668 | ProgramServicesAmt |
| Management And General | $20,001,207 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,951,965 | TotalAmt |
| Program Services | $429,072 | ProgramServicesAmt |
| Management And General | $28,522,893 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,811 | TotalAmt |
| Management And General | $1,125,811 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,446 | TotalAmt |
| Management And General | $551,446 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,864,780 | TotalAmt |
| Management And General | $5,864,780 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,583,283 | TotalAmt |
| Program Services | $225,642,629 | ProgramServicesAmt |
| Management And General | $49,940,654 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,979,786 | TotalAmt |
| Program Services | $101,306 | ProgramServicesAmt |
| Management And General | $3,878,480 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,036,943 | TotalAmt |
| Program Services | $2,027,815 | ProgramServicesAmt |
| Management And General | $4,009,128 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,861,929 | TotalAmt |
| Program Services | $13,545,673 | ProgramServicesAmt |
| Management And General | $65,316,256 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,049,039 | TotalAmt |
| Program Services | $20,840,140 | ProgramServicesAmt |
| Management And General | $21,208,899 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,960,889 | TotalAmt |
| Program Services | $440,487 | ProgramServicesAmt |
| Management And General | $1,520,402 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,444 | TotalAmt |
| Program Services | $369,706 | ProgramServicesAmt |
| Management And General | $466,738 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,826,135 | TotalAmt |
| Program Services | $24,330,631 | ProgramServicesAmt |
| Management And General | $1,495,504 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,037,276 | TotalAmt |
| Program Services | $113,633,888 | ProgramServicesAmt |
| Management And General | $10,403,388 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,036,550 | TotalAmt |
| Program Services | $5,511,889 | ProgramServicesAmt |
| Management And General | $8,524,661 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MED. SUPPLIES AND DRUGS | $706,626,135 | $706,626,135 | |
| HEALTHCARE ACCESS ASSES | $36,093,438 | $36,093,438 | |
| RECRUITMENT | $19,230,649 | $4,861,905 | $14,368,744 |
| REPAIRS AND MAINTENANCE | $8,349,567 | $4,653,133 | $3,696,434 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,342,491 | TotalAmt |
| Program Services | $9,203,618 | ProgramServicesAmt |
| Management And General | $12,138,873 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,037,066,983 | TotalAmt |
| Program Services | $2,747,119,510 | ProgramServicesAmt |
| Management And General | $289,947,473 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $199,729,329 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $79,825,975 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $559,820,183 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,670,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $58,615,734 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $46,883,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,295,414,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,535,464,197 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,759,950,244 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,432,038,400 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $270,664,034 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $91,074,118 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,342,225 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $397,722,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,907,336,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $378,735,617 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,054,097 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $583,661,299 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $319,931,952 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $308,423,542 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,595,806,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,310,954,798 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $574,867 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,311,529,665 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,907,336,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $467,870,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,459,267 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $832,291 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $2,797,367,873 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $383,310 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $206,743 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $590,053 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II-B, LINE 1B AND PART II-B, LINE 1G, LOBBYING ACTIVITIES | LEE HEALTH SYSTEM, INC ENGAGED IN DIRECT AND GRASSROOTS ADVOCACY SUPPORTING LEGISLATIVE MEASURES TO ENHANCE COVERAGE AND PATIENT REIMBURSEMENT FOR HEALTH CARE SERVICES. EMPLOYEES, DESIGNATED ADMINISTRATIVE STAFF, AND EXTERNAL PUBLIC POLICY CONSULTANTS PARTICIPATED IN DIRECT COMMUNICATIONS, MEETINGS, AND EDUCATIONAL BRIEFINGS WITH FEDERAL AND STATE LAWMAKERS, REGULATORY AGENCIES, AND LEGISLATIVE STAFF. THE ORGANIZATION RETAINED INDEPENDENT CONSULTING FIRMS TO PROVIDE STRATEGIC GUIDANCE, MONITOR PENDING HEALTHCARE LEGISLATION, AND CONDUCT DIRECT ADVOCACY ON BEHALF OF THE HEALTH SYSTEM. THE AMOUNT ATTRIBUTABLE TO PAID STAFF OR MANAGEMENT IS $38,608 AND THE AMOUNT ATTRIBUTABLE TO INDEPENDENT CONSULTING FIRMS IS $344,703. |
| PART II-B, LINE 1I, LOBBYING ACTIVITIES | LEE HEALTH SYSTEM, INC PAYS MEMBERSHIP DUES TO VARIOUS HOSPITAL ASSOCIATIONS, SUCH AS THE AMERICAN HOSPITAL ASSOCIATION, AMERICA'S ESSENTIAL HOSPITALS, THE AMERICAN MEDICAL ASSOCIATION, THE SAFETY NET HOSPITAL ALLIANCE OF FLORIDA, FLORIDA HOSPITAL ASSOCIATION, INC., AND THE FLORIDA ASSOCIATION OF CHILDREN'S HOSPITALS. A PORTION OF THE MEMBERSHIP DUES IS DESIGNATED BY EACH ASSOCIATION. EACH ASSOCIATION ALLOCATES A DIFFERENT PERCENTAGE AND THE PERCENTAGE MAY VARY ANNUALLY. THE AMOUNT ATTRIBUTABLE TO THE AMERICAN HOSPITAL ASSOCIATION IS $67,290. THE AMOUNT ATTRIBUTABLE TO AMERICA'S ESSENTIAL HOSPITALS IS $18,368. THE AMOUNT ATTRIBUTABLE TO THE AMERICAN MEDICAL ASSOCIATION IS $24,855. THE AMOUNT ATTRIBUTABLE TO THE SAFETY NET HOSPITAL ALLIANCE OF FLORIDA IS $63,947. THE AMOUNT ATTRIBUTABLE TO FLORIDA HOSPITAL ASSOCIATION, INC IS $29,533. THE AMOUNT ATTRIBUTABLE TO THE FLORIDA ASSOCIATION OF CHILDREN'S HOSPITALS IS $2,750. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,957,422 | BeginningYearBalanceAmt |
| Contributions | $1,320,517 | ContributionsAmt |
| Investment Earnings Or Losses | $2,443,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $452,226 | OtherExpendituresAmt |
| End Year Balance | $22,268,980 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,350,738 | BeginningYearBalanceAmt |
| Contributions | $2,831,086 | ContributionsAmt |
| Investment Earnings Or Losses | $2,994,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,740 | OtherExpendituresAmt |
| End Year Balance | $18,957,423 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,144,267 | BeginningYearBalanceAmt |
| Contributions | $1,254,742 | ContributionsAmt |
| Investment Earnings Or Losses | $1,287,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $336,096 | OtherExpendituresAmt |
| End Year Balance | $13,350,738 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,977,000 | BeginningYearBalanceAmt |
| Contributions | $134,279 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,635,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $331,120 | OtherExpendituresAmt |
| End Year Balance | $11,144,267 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,998,550 | BeginningYearBalanceAmt |
| Contributions | $120,890 | ContributionsAmt |
| Investment Earnings Or Losses | $2,046,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,355 | OtherExpendituresAmt |
| End Year Balance | $12,977,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02708 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97292 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,416,318 | OtherCostOrOtherBasisAmt |
| Book Value | $195,416,318 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,279,935,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $509,327,454 | DepreciationAmt |
| Book Value | $770,608,180 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,747,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,419,804 | DepreciationAmt |
| Book Value | $10,328,174 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,454,180,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $991,716,939 | DepreciationAmt |
| Book Value | $462,463,428 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $321,134,144 | OtherCostOrOtherBasisAmt |
| Book Value | $321,134,144 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,759,950,244 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $131,694 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US TREASURY, GOVERNMENT & AGENCY OBLIGATIONS | $45,251,605 | F |
| CORPORATE BONDS | $11,526,934 | F |
| MUNICIPAL BONDS | $6,437,912 | F |
| ASSET BACK SECURITIES | $3,032,156 | F |
| NON-AGENCY CMBS | $274,830 | F |
| SEI CORE PROPERTY FUND, LP | $100,586,188 | F |
| SEI SPECIAL SITUATION FUND, LTD. | $90,471,525 | F |
| SEI LH GPA FUND I, LP | $12,951,190 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $270,664,034 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ROU LEASES | $188,441,740 |
| DUE FROM AFFILIATES | $136,613,379 |
| THIRD PARTY SETTLEMENTS | $72,144,702 |
| OTHER ASSETS | $522,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $397,722,491 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ROU LEASES | $217,458,448 |
| OTHER EMPLOYEE BENEFITS | $81,731,780 |
| HEALTH CARE ASSESSMENT PMATF | $8,944,736 |
| OTHER LIABILITIES | $288,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $308,423,542 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | 97% OF ALL ENDOWMENTS ARE HELD IN RELATED ENTITY LEE MEMORIAL HEALTH SYSTEM FOUNDATION, INC (LEE HEALTH FOUNDATION). AND CONSIST OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH ARE ENTIRELY DONOR RESTRICTED. THE LEE HEALTH FOUNDATION FOLLOWS THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) ADOPTED BY THE STATE OF FLORIDA IN JULY 2012. THE REMAINING 2.7% OF ENDOWMENTS EXIST ON LEE HEALTH SYSTEM, INC. AND ARE HELD TO ADVANCE EDUCATION. |
| PART X, LINE 2: | LHS, HPCC, LMHH, AND THE FOUNDATION ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED FOR THESE ENTITIES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS EXCEPT FOR TAXES RELATED TO CERTAIN UNRELATED BUSINESS INCOME ENGAGED IN BY LHS. ACCESS MEDICAL SOUTH, L.C.; BEST CARE COLLABORATIVE, LLC; CB MEDICAL NORTH, LLC; CB MEDICAL SOUTH, LLC; CHI; FRL; LHH; LHI; AND LEE HEALTH HOME INFUSION, LLC ARE DISREGARDED FOR FEDERAL INCOME TAX PURPOSES AND, THEREFORE, ARE INCLUDED UNDER LHS'S TAX RETURN. LHS HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2025. LHS BELIEVES INCOME TAXES FOR REPORTING PERIODS THROUGH DECEMBER 31, 2022 ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $90,471,525 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $90,471,525 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $90,471,525 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| REPATRIATION | CENTRAL AMERICA AND THE CARIBBEAN | 5 | $555,120 | CHECK |
| REPATRIATION | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $192,400 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| Most Hospitals Policy | Yes (X) | MostHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $163,228,236 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $163,228,236 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06000 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $330,427,759 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $270,010,717 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $60,417,042 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02220 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $493,655,995 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $270,010,717 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $223,645,278 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08220 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1397613 | PersonsServedCnt |
| Total Community Benefit Expns | $12,142,889 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,142 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,130,747 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00450 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 21885 | PersonsServedCnt |
| Total Community Benefit Expns | $26,265,089 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $26,265,089 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00960 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $600,840 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $600,840 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $982,482 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $982,482 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1419498 | PersonsServedCnt |
| Total Community Benefit Expns | $39,991,300 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,142 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $39,979,158 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01470 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1419498 | PersonsServedCnt |
| Total Community Benefit Expns | $533,647,295 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $270,022,859 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $263,624,436 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09690 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $117 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $117 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $658,152 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $658,152 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $658,269 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $658,269 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $314,979,462 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $1,130,553,626 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $1,832,035,421 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$701,481,795 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 PARAMOUNT SURGERY CENTER LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SURGERY CENTER | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.51000 | OrgProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.49000 | PhysiciansProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 5 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (5 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Childrens HospitalChildrensHospitalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEE MEMORIAL HOSPITAL | ||||||||||||||
| 1 | 2776 CLEVELAND AVE | FORT MYERS | FL | 33901 | HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI | 4186 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| GULF COAST MEDICAL CENTER | ||||||||||||||
| 2 | 13681 DOCTORS WAY | FORT MYERS | FL | 33912 | HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI | 4301 | Yes (X) | Yes (X) | Yes (X) | A | ||||
| CAPE CORAL HOSPITAL | ||||||||||||||
| 3 | 636 DEL PRADO BLVD | CAPE CORAL | FL | 33990 | HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI | 4366 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |||
| ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL | ||||||||||||||
| 4 | 1730 NE PINE ISLAND RD | CAPE CORAL | FL | 33909 | HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATI | 4542 | Yes (X) | B | REHABILITATION | |||||
| ENCOMPASS HEALTH REHABILITATION HOSPITAL OF FORT MYERS | ||||||||||||||
| 5 | 6150 MEDICAL PARK LOOP | FORT MYERS | FL | 33912 | HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATI | 4565 | Yes (X) | C | REHABILITATION | |||||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)
| First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Insurance Status CriteriaInsuranceStatusCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP TranslatedFAPTranslatedInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Provided Written NoticeProvidedWrittenNoticeInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back Medicaid Medcr PrvtLookBackMedicaidMedcrPrvtInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Prospective Medicare MedicaidProspectiveMedicareMedicaidInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FACILITY REPORTING GROUP - A | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 22 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | SEE PART V, SECTION C | Yes (X) | Yes (1) | 22 | Yes (1) | SEE PART V, SECTION C | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | SEE PART V, SECTION C | Yes (X) | SEE PART V, SECTION C | Yes (X) | SEE PART V, SECTION C | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | |
| FACILITY REPORTING GROUP - B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | SEE PART V, SECTION C | Yes (X) | SEE PART V, SECTION C | Yes (X) | SEE PART V, SECTION C | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | 0 | Yes (X) | ||||||||||||||||||||||||
| FACILITY REPORTING GROUP - C | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Yes (1) | Yes (1) | 0 | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | SEE PART V, SECTION C | Yes (X) | SEE PART V, SECTION C | Yes (X) | SEE PART V, SECTION C | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | 0 | 0 | Yes (X) | ||||||||||||||||||||||||
Supplemental Information SupplementalInformationGrp (25 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B | FACILITY REPORTING GROUP A |
| FACILITY REPORTING GROUP A CONSISTS OF: | - FACILITY 1: LEE MEMORIAL HOSPITAL, - FACILITY 2: GULF COAST MEDICAL CENTER, - FACILITY 3: CAPE CORAL HOSPITAL |
| GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 2: | LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP).AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATES (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2). |
| GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 5: | THE CHNA INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY AND PRC ONLINE KEY INFORMANT SURVEY IN 2023), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS.THE SURVEY INSTRUMENT USED FOR THIS STUDY IS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES AND OTHER RECOGNIZED HEALTH ISSUES. THE FINAL SURVEY INSTRUMENT WAS DEVELOPED BY LEE HEALTH AND PRC AND IS SIMILAR TO THE PREVIOUS SURVEYS USED IN THE REGION, ALLOWING FOR DATA TRENDING.LEE HEALTH'S ENABLING LEGISLATION PROVIDES FOR THE ESTABLISHMENT OF A PUBLIC HEALTH SYSTEM WITH A DECLARED PUBLIC PURPOSE AND A PUBLICLY ELECTED BOARD OF DIRECTIONS, WHO ARE ELECTED BY THE RESIDENTS OF LEE COUNTY. THE STUDY AREA FOR THE SURVEY EFFORT IS MADE UP OF FOUR MARKET AREAS COMPRISING LEE COUNTY IN SOUTHWEST FLORIDA, OF WHICH 90% OF THE RESIDENTS MAKE UP LEE HEALTH'S PATIENT POPULATION. ADDITIONALLY, LEE HEALTH SERVES ALL RESIDENTS AND VISITORS IN THE FIVE-COUNTY REGION WITH EXPANDED SERVICES SUCH AS OUR CHILDREN'S HOSPITAL AND OUR TRAUMA CENTER.A PRECISE AND CAREFULLY EXECUTED METHODOLOGY IS CRITICAL IN ASSERTING THE VALIDITY OF THE RESULTS GATHERED IN THE PRC COMMUNITY HEALTH SURVEY. THUS, TO ENSURE THE BEST REPRESENTATION OF THE POPULATION SURVEYED, A MIXED-MODE METHODOLOGY WAS IMPLEMENTED. THIS INCLUDED SURVEYS CONDUCTED VIA TELEPHONE (LANDLINE AND CELL PHONE), AS WELL AS THROUGH ONLINE QUESTIONNAIRES.THE SAMPLE DESIGN USED FOR THIS EFFORT CONSISTED OF A STRATIFIED RANDOM SAMPLE OF 1,005 INDIVIDUALS AGE 18 AND OLDER IN LEE COUNTY, INCLUDING 251 IN MARKET AREA 1; 252 IN MARKET AREA 2; 251 IN MARKET AREA 3; AND 251 IN MARKET AREA 4. ONCE THE INTERVIEWS WERE COMPLETED, THESE WERE WEIGHTED IN PROPORTION TO THE ACTUAL POPULATION DISTRIBUTION SO AS TO APPROPRIATELY REPRESENT LEE COUNTY AS A WHOLE. ALL ADMINISTRATION OF THE SURVEYS, DATA COLLECTION, AND DATA ANALYSIS WAS CONDUCTED BY PRC. FOR STATISTICAL PURPOSES, THE MAXIMUM RATE OF ERROR ASSOCIATED WITH A SAMPLE SIZE OF 1,005 RESPONDENTS IS 3.1% AT THE 95 PERCENT CONFIDENCE LEVEL.IN ADDITION TO BROAD COMMUNITY INPUT THROUGH RANDOM SAMPLING, LEE HEALTH ALSO ACTIVELY SOUGHT FEEDBACK FROM KEY INFORMANTS, COMMUNITY LEADERS AND ORGANIZATION REPRESENTATIVES WHO DIRECTLY SERVE UNDERSERVED POPULATIONS. THESE INDIVIDUALS AND ORGANIZATIONS PROVIDE SERVICES TO LOW-INCOME, MINORITY, AND MEDICALLY UNDERSERVED POPULATIONS, INCLUDING THOSE FACING BARRIERS RELATED TO INCOME, ACCESS TO CARE, LANGUAGE AND CULTURAL DIFFERENCES, DISABILITY, AND BEHAVIORAL HEALTH CHALLENGES. THROUGH THEIR EXPERTISE AND DIRECT EXPERIENCE WORKING WITHIN THE COMMUNITY, THESE STAKEHOLDERS OFFERED VALUABLE INSIGHT INTO THE SPECIFIC NEEDS, BARRIERS, AND GAPS IN SERVICES AFFECTING VULNERABLE POPULATIONS, ALLOWING FOR A DEEPER AND MORE NUANCED UNDERSTANDING OF COMMUNITY HEALTH CONCERNS.LEE HEALTH ENGAGED A DIVERSE GROUP OF ORGANIZATIONS SPANNING HEALTHCARE, SOCIAL SERVICES, EDUCATION, GOVERNMENT, AND NONPROFIT SECTORS. THESE INCLUDED THE FLORIDA DEPARTMENT OF HEALTH IN LEE COUNTY, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH ORGANIZATIONS, FOOD ASSISTANCE PROGRAMS, EDUCATIONAL INSTITUTIONS, ADVOCACY GROUPS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. THIS BROAD REPRESENTATION ENSURED THAT THE CHNA CAPTURED A WIDE RANGE OF PERSPECTIVES AND REFLECTED THE NEEDS OF THE ENTIRE COMMUNITY, INCLUDING ITS MOST VULNERABLE POPULATIONS.FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS OUTLINED BELOW:ABUSE COUNSELING & TREATMENT, INC.; ALVIN A. DUBIN ALZHEIMER'S RESOURCE CENTER; ARTHREX; B & I CONTRACTORS, INC.; BJM CONSULTING, INC.; CAFE OF LIFE, INC.; CENTER FOR PROGRESS AND EXCELLENCE; CHARLOTTE BEHAVIORAL HEALTH CARE; CHILD CARE OF SOUTHWEST FLORIDA, INC.; CHILDREN'S NETWORK OF SWFL; CHRIS-TEL CONSTRUCTION; COLLABORATORY; COMMUNITY ASSISTED SUPPORTED LIVING; COMMUNITY COOPERATIVE; DAVID LAWRENCE CENTER; DEAF AND HARD OF HEARING CENTER; DISTRICT EIGHT HEALTH PLANNING COUNCIL; D-SIGNED NUTRITION, LLC; EDISON NATIONAL BANK; F.I.S.H. OF SANIBEL-CAPTIVA, INC.; FLORIDA DEPARTMENT OF HEALTH LEE COUNTY; FLORIDA GULF COAST UNIVERSITY; GOLISANO CHILDREN'S HOSPITAL; GOLISANO CHILDREN'S HOSPITAL/PEDIATRIC ENT; GUARDIAN AD LITEM FOUNDATION; HARRY CHAPIN FOOD BANK; HEALTHY START OF SOUTHWEST FLORIDA; HODGES UNIVERSITY; HOPE CLUBHOUSE; HOPE HEALTHCARE SERVICES; INTERFAITH CHARITIES OF SOUTH LEE; LARC, INC.; LCH BOARD OF DIRECTORS; LEE COMMUNITY HEALTHCARE; LEE COUNTY; LEE COUNTY GOVERNMENT; LEE COUNTY MEDICAL SOCIETY; LEE ECONOMIC DEVELOPMENT OFFICE; LEE HEALTH; LEE HEALTH FOUNDATION; LEE PHYSICIAN GROUP; MARCH OF DIMES; MARKHAM NORTON MOSTELLER WRIGHT & CO. PA; MCGRIFF INSURANCE SERVICES; MILLENNIUM PHYSICIAN GROUP; MINNESOTA TWINS BASEBALL; PARK ROYAL HOSPITAL; PHYSICIANS PRIMARY CARE; PHYSICIANS PRIMARY CARE OB-GYN; PHYSICIANS PRIMARY CARE, COMMUNITY HEALTH IMPROVEMENT (CHI) COMMITTEE (A COMMITTEE OF THE LEE HEALTH BOARD); PREMIER MOBILE; PRICEWATERHOUSECOOPERS LLP; PRIORITY MARKETING; PRIVATE PRACTICE,; QUALITY LIFE CENTER; SALUSCARE, INC.; SHELL POINT RETIREMENT COMMUNITY; STEVENS CONSTRUCTION, INC.; STILLWELL ENTERPRISES; STUDIO+; THE HEIGHTS CENTER, INC.; THE LEE COUNTY COALITION FOR A DRUG-FREE SOUTHWEST FLORIDA; THE SANIBEL CAPTIVA TRUST COMPANY; UNITED WAY LEE, HENDRY, GLADES; VALERIE'S HOUSE; VILLAGE OF ESTERO |
| GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 6A: | - LEE MEMORIAL HOSPITAL- GULF COAST MEDICAL CENTER- CAPE CORAL HOSPITAL |
| GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 6B: | THIS ASSESSMENT PART OF A LARGER, COUNTYWIDE ASSESSMENT EFFORT BY LEE HEALTH WAS CONDUCTED ON BEHALF OF LEE MEMORIAL HOSPITAL BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS IN HUNDREDS OF COMMUNITIES ACROSS THE UNITED STATES SINCE 1994. |
| GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 11: | MARKET AREA 2 WAS IDENTIFIED AS DEMONSTRATING THE GREATEST NEED, WITH SIGNIFICANT HEALTH DISPARITIES INCLUDING HIGHER RATES OF ACTIVITY LIMITATIONS DUE TO PHYSICAL, MENTAL, OR EMOTIONAL CONDITIONS; INCREASED REPORTS OF DRINKING AND DRIVING AND ILLICIT DRUG USE; ELEVATED LEVELS OF STRESS AND UNMET MENTAL HEALTH TREATMENT NEEDS; AND HIGHER LEVELS OF FOOD INSECURITY. THE AREA ALSO SHOWS A HIGHER PREVALENCE OF BORDERLINE OR PREDIABETES, HIGH BLOOD PRESSURE, AND EMERGENCY ROOM UTILIZATION, ALONG WITH LOWER RATES OF MAMMOGRAM SCREENINGS. RESIDENTS REPORT GREATER BARRIERS TO ACCESSING CARE, INCLUDING COST, APPOINTMENT AVAILABILITY, DIFFICULTY FINDING A PHYSICIAN, AND LANGUAGE OR CULTURAL CHALLENGES. ADDITIONALLY, MARKET AREA 2 REPORTS HIGHER RATES OF SMOKING AND DOMESTIC OR FAMILY VIOLENCE, FURTHER HIGHLIGHTING THE ELEVATED LEVEL OF NEED WITHIN THIS COMMUNITY.ACROSS LEE HEALTH'S HOSPITAL FACILITIES, SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH THE MOST RECENT CHNA ARE BEING ADDRESSED THROUGH COORDINATED EFFORTS TAILORED TO EACH MARKET AREA. WHILE PRIORITY AREAS VARY BY FACILITY, COMMON FOCUS AREAS INCLUDE ACCESS TO HEALTHCARE, MENTAL HEALTH AND SUBSTANCE USE, CHRONIC DISEASE PREVENTION (INCLUDING HEART DISEASE, STROKE, AND DIABETES), AND IMPROVING NUTRITION, PHYSICAL ACTIVITY, AND OVERALL WELLNESS. ADDITIONAL NEEDS SUCH AS DISABLING CONDITIONS, INJURY AND VIOLENCE PREVENTION, CANCER, INFANT HEALTH & FAMILY PLANNING, ORAL HEALTH, AND TOBACCO USE, AND RESPIRATORY HEALTH ARE ALSO ADDRESSED IN MARKETS WHERE THOSE CONCERNS ARE MOST PREVALENT.WHILE LEE MEMORIAL HOSPITAL IS NOT DIRECTLY ADDRESSING ALL NEEDS IDENTIFIED, LEE HEALTH AS A SYSTEM IS ADDRESSING ALL IDENTIFIED PRIORITY NEEDS. EFFORTS ARE IMPLEMENTED BOTH AT THE FACILITY LEVEL AND THROUGH SYSTEM-WIDE INITIATIVES TO ENSURE A COMPREHENSIVE APPROACH TO IMPROVING COMMUNITY HEALTH OUTCOMES. LEE HEALTH CONTINUES TO MONITOR PROGRESS AND ADAPT ITS WORK TO MEET EVOLVING COMMUNITY NEEDS.THE FOLLOWING PRIORITIES ARE ADDRESSED IN OUR IMPLEMENTATION PLAN:ACCESS TO HEALTHCARE SERVICES:STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: PROVIDE SCREENINGS, EDUCATION, AND REFERRALS AT COMMUNITY HEALTH FAIR EVENTSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: MULTI-EVENT COMMUNITY OUTREACH IS ONGOING WITH CONTINUED COLLABORATION WITH COMMUNITY PARTNERS AND ORGANIZATIONS. THE FINDHELP PLATFORM HAS BEEN INTRODUCED, AND OPERATIONAL TEAMS ARE ACTIVELY INITIATING REFERRALS TO COMMUNITY-BASED ORGANIZATIONS.STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: SUPPORT MOBILE MEDICAL CARE OPPORTUNITIES WITH COMMUNITY PARTNER ORGANIZATIONSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: LAUNCHED MICROGRANTS AND MOBILE MEDICAL CLINIC TO EXPAND ACCESS TO CARE.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT TELEHEALTH SERVICES IN COMMUNITY SETTINGS AND CLINICSEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: TELEHEALTH HUB IMPLEMENTED AT HARLEM HEIGHTS CENTER WITH PROVISION OF ONE FREE URGENT CARE VISIT PER PATIENT; ADDITIONAL CLINIC ADDED AT FRANKLIN PARK ELEMENTARY SCHOOL; NEIGHBORHOOD LIAISON PROGRAM UNDERWAY.CARDIOVASCULAR & RESPIRATORY CONDITIONS:STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: RELAUNCH BARBERSHOP/BEAUTY SALON WELLNESS PROGRAMS IN UNDERSERVED AREASEVALUATION/METRICS: NUMBER OF PARTICIPANTS; DECREASED NUMBER OF NO-SHOWS; REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: EXPANDED TO ADDITIONAL BARBERSHOP LOCATION; VOLUNTEERS TRAINED; MONTHLY PROGRAMMING IMPLEMENTED WITH ROTATING HEALTH TOPICS; AMERICAN HEART ASSOCIATION EQUIPMENT IN USE AND DATA TRACKING FORMS ACTIVELY UTILIZED.STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: LEVERAGE AND ELEVATE COMMUNITY CARE OUTREACH PROGRAMEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: CONSISTENT CO-FACILITATION OF WELLNESS PROGRAMMING; EXPANDED COLLABORATION WITH COMMUNITY AGENCIES AND ORGANIZATIONS; SERVICES INCLUDE SNAP EDUCATION, WIC EDUCATION, CHRONIC DISEASE REFERRALS, AND CONNECTIONS TO LOCAL FOOD RESOURCES.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: EXPAND VIRTUAL EDUCATION (CLASSES, PODCASTS)EVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: HEALTHY LIFE CENTER CLASSES AND INTERNAL PODCASTS CONTINUE TO PROVIDE EDUCATION ON PREVENTATIVE CARE, SCREENINGS, COOKING DEMONSTRATIONS, AND HEALTHCARE NAVIGATION, WITH EXPANSION INTO HYBRID PROGRAMMING.STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: SUPPORT VAPING AND TOBACCO PREVENTION EDUCATION PROGRAMS TARGETING YOUTHEVALUATION/METRICS: NUMBER OF SCHOOLS INVOLVED IN PROGRAMS; NUMBER OF STUDENTS REACHEDCURRENT PROGRESS: GATEWAY DRUG EDUCATION PROVIDED IN SCHOOLS, AFTER-SCHOOL PROGRAMS, AND SUMMER CAMPS; PROGRAMS DELIVERED ACROSS MULTIPLE COUNTIES; UPDATED CURRICULUM IMPLEMENTED WITH SCHOOL RESOURCE OFFICERS AND COMMUNITY PARTNERS.MENTAL HEALTH & SUBSTANCE USE DISORDER:STRATEGY: IMPROVE RATIO OF MENTAL HEALTH PROVIDERS AND SERVICES TO REGIONAL NEEDTACTIC: EXPAND BEHAVIORAL HEALTH EDUCATION, SERVICES, ADVOCACY, COLLABORATIONS, AND INTEGRATED CAREEVALUATION/METRICS: NUMBER OF PROVIDERS RECRUITED AND TRAINED; NUMBER OF GRADUATE STUDENTS TRAINED; NUMBER OF NARCAN DISTRIBUTED; INCREASED NUMBER OF BEHAVIORAL HEALTH PROGRAMS/RESOURCES; ENGAGEMENT DATA FOR BEHAVIORAL HEALTH PROGRAMSCURRENT PROGRESS: BEHAVIORAL HEALTH EXPANDED THROUGH INTEGRATION INTO PRIMARY CARE SETTINGS, WITH PSYCHOLOGISTS EMBEDDED IN MULTIPLE LOCATIONS; EXPANDED ROLES FOR LICENSED CLINICIANS; ADDITIONAL PROVIDERS AND FUNDING SECURED.STRATEGY: SUPPORT INITIATIVES TO PREVENT SUBSTANCE USE AND IDENTIFY SUPPORT SERVICESTACTIC: MONITOR DATA, EXPAND PREVENTION AND TREATMENT PROGRAMS, AND STRENGTHEN PEER SUPPORTEVALUATION/METRICS: NUMBER OF OVERDOSES; NUMBER OF NEAR DEATHS; NUMBER OF DEATHS; NUMBER OF OVERDOSE TRANSPORTS; INCREASED VISIT VOLUME; INCREASED ED VISITS; INCREASED CARE MANAGEMENT TOUCHESCURRENT PROGRESS: ONGOING MONITORING OF TRAUMA AND COUNTY-LEVEL SUBSTANCE USE DATA; EXPANDED COMMUNITY EDUCATION EFFORTS; WIDESPREAD NARCAN DISTRIBUTION; PEER SUPPORT SERVICES EXPANDED WITH ADDITIONAL SPECIALISTS AND NAVIGATORS; ACTIVE COLLABORATION WITH COMMUNITY RECOVERY ORGANIZATIONS.NUTRITION, PHYSICAL ACTIVITY, & WEIGHT:STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: PROVIDE NUTRITION GUIDELINES EDUCATIONEVALUATION/METRICS: BMI MONITORINGCURRENT PROGRESS: 5210 CAMPAIGN REMAINS ACTIVE AND INTEGRATED INTO COMMUNITY EDUCATION; MARKETING MATERIALS UNDER REVIEW; HEALTH LITERACY NUTRITION VIDEOS IMPLEMENTED IN PROVIDER OFFICES AND SHARED VIA SOCIAL MEDIA PLATFORMS.STRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: EXPLORE CREATION OF HEALTHY NEIGHBORHOOD STORES WITH COMMUNITY PARTNERSEVALUATION/METRICS: LEARN FROM DATA COLLECTION AND EVALUATION PROCESSES; BMI MONITORINGSTRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: CONDUCT HEALTHY COOKING DEMONSTRATIONS ALONGSIDE FOOD DISTRIBUTION EVENTSEVALUATION/METRICS: ENGAGEMENT DATA FOR COOKING DEMONSTRATIONS; NUMBER OF FOOD DISTRIBUTION/COOKING DEMONSTRATION EVENTSCURRENT PROGRESS: HEALTHY LIFE CENTER EXPANDED REGISTERED DIETITIAN OUTREACH; ONGOING COOKING DEMONSTRATIONS AND NUTRITION EDUCATION SESSIONS CONDUCTED AT COMMUNITY SITES; PARTNERSHIPS STRENGTHENED TO SUPPORT COMMUNITY-BASED PROGRAMMING AND ENGAGEMENT.STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: REINVIGORATE 5210 CAMPAIGN AND RESOURCESEVALUATION/METRICS: NUMBER OF NEW LOCATIONS DISTRIBUTING 5210 RESOURCES; NUMBER OF CURRENT LOCATIONS DISTRIBUTING 5210 RESOURCESCURRENT PROGRESS: 5210 PROGRAM REMAINS ACTIVE ACROSS COMMUNITY SETTINGS WITH CONTINUED DISTRIBUTION, INTEGRATION INTO EDUCATIONAL PROGRAMMING, AND ALIGNMENT WITH HEALTHCARE AND COMMUNITY PARTNERS. |
| GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 2: | LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP).AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATES (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2). |
| GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 5: | THE CHNA INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY AND PRC ONLINE KEY INFORMANT SURVEY IN 2023), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS.THE SURVEY INSTRUMENT USED FOR THIS STUDY IS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES AND OTHER RECOGNIZED HEALTH ISSUES. THE FINAL SURVEY INSTRUMENT WAS DEVELOPED BY LEE HEALTH AND PRC AND IS SIMILAR TO THE PREVIOUS SURVEYS USED IN THE REGION, ALLOWING FOR DATA TRENDING.LEE HEALTH'S ENABLING LEGISLATION PROVIDES FOR THE ESTABLISHMENT OF A PUBLIC HEALTH SYSTEM WITH A DECLARED PUBLIC PURPOSE AND A PUBLICLY ELECTED BOARD OF DIRECTIONS, WHO ARE ELECTED BY THE RESIDENTS OF LEE COUNTY. THE STUDY AREA FOR THE SURVEY EFFORT IS MADE UP OF FOUR MARKET AREAS COMPRISING LEE COUNTY IN SOUTHWEST FLORIDA, OF WHICH 90% OF THE RESIDENTS MAKE UP LEE HEALTH'S PATIENT POPULATION. ADDITIONALLY, LEE HEALTH SERVES ALL RESIDENTS AND VISITORS IN THE FIVE-COUNTY REGION WITH EXPANDED SERVICES SUCH AS OUR CHILDREN'S HOSPITAL AND OUR TRAUMA CENTER.A PRECISE AND CAREFULLY EXECUTED METHODOLOGY IS CRITICAL IN ASSERTING THE VALIDITY OF THE RESULTS GATHERED IN THE PRC COMMUNITY HEALTH SURVEY. THUS, TO ENSURE THE BEST REPRESENTATION OF THE POPULATION SURVEYED, A MIXED-MODE METHODOLOGY WAS IMPLEMENTED. THIS INCLUDED SURVEYS CONDUCTED VIA TELEPHONE (LANDLINE AND CELL PHONE), AS WELL AS THROUGH ONLINE QUESTIONNAIRES. THE SAMPLE DESIGN USED FOR THIS EFFORT CONSISTED OF A STRATIFIED RANDOM SAMPLE OF 1,005 INDIVIDUALS AGE 18 AND OLDER IN LEE COUNTY, INCLUDING 251 IN MARKET AREA 1; 252 IN MARKET AREA 2; 251 IN MARKET AREA 3; AND 251 IN MARKET AREA 4. ONCE THE INTERVIEWS WERE COMPLETED, THESE WERE WEIGHTED IN PROPORTION TO THE ACTUAL POPULATION DISTRIBUTION SO AS TO APPROPRIATELY REPRESENT LEE COUNTY AS A WHOLE. ALL ADMINISTRATION OF THE SURVEYS, DATA COLLECTION, AND DATA ANALYSIS WAS CONDUCTED BY PRC. FOR STATISTICAL PURPOSES, THE MAXIMUM RATE OF ERROR ASSOCIATED WITH A SAMPLE SIZE OF 1,005 RESPONDENTS IS 3.1% AT THE 95 PERCENT CONFIDENCE LEVEL.IN ADDITION TO BROAD COMMUNITY INPUT THROUGH RANDOM SAMPLING, LEE HEALTH ALSO ACTIVELY SOUGHT FEEDBACK FROM KEY INFORMANTS, COMMUNITY LEADERS AND ORGANIZATION REPRESENTATIVES WHO DIRECTLY SERVE UNDERSERVED POPULATIONS. THESE INDIVIDUALS AND ORGANIZATIONS PROVIDE SERVICES TO LOW-INCOME, MINORITY, AND MEDICALLY UNDERSERVED POPULATIONS, INCLUDING THOSE FACING BARRIERS RELATED TO INCOME, ACCESS TO CARE, LANGUAGE AND CULTURAL DIFFERENCES, DISABILITY, AND BEHAVIORAL HEALTH CHALLENGES. THROUGH THEIR EXPERTISE AND DIRECT EXPERIENCE WORKING WITHIN THE COMMUNITY, THESE STAKEHOLDERS OFFERED VALUABLE INSIGHT INTO THE SPECIFIC NEEDS, BARRIERS, AND GAPS IN SERVICES AFFECTING VULNERABLE POPULATIONS, ALLOWING FOR A DEEPER AND MORE NUANCED UNDERSTANDING OF COMMUNITY HEALTH CONCERNS.LEE HEALTH ENGAGED A DIVERSE GROUP OF ORGANIZATIONS SPANNING HEALTHCARE, SOCIAL SERVICES, EDUCATION, GOVERNMENT, AND NONPROFIT SECTORS. THESE INCLUDED THE FLORIDA DEPARTMENT OF HEALTH IN LEE COUNTY, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH ORGANIZATIONS, FOOD ASSISTANCE PROGRAMS, EDUCATIONAL INSTITUTIONS, ADVOCACY GROUPS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. THIS BROAD REPRESENTATION ENSURED THAT THE CHNA CAPTURED A WIDE RANGE OF PERSPECTIVES AND REFLECTED THE NEEDS OF THE ENTIRE COMMUNITY, INCLUDING ITS MOST VULNERABLE POPULATIONS.FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS OUTLINED BELOW:ABUSE COUNSELING & TREATMENT, INC.; ALVIN A. DUBIN ALZHEIMER'S RESOURCE CENTER; ARTHREX; B & I CONTRACTORS, INC.; BJM CONSULTING, INC.; CAFE OF LIFE, INC.; CENTER FOR PROGRESS AND EXCELLENCE; CHARLOTTE BEHAVIORAL HEALTH CARE; CHILD CARE OF SOUTHWEST FLORIDA, INC.; CHILDREN'S NETWORK OF SWFL; CHRIS-TEL CONSTRUCTION; COLLABORATORY; COMMUNITY ASSISTED SUPPORTED LIVING; COMMUNITY COOPERATIVE; DAVID LAWRENCE CENTER; DEAF AND HARD OF HEARING CENTER; DISTRICT EIGHT HEALTH PLANNING COUNCIL; D-SIGNED NUTRITION, LLC; EDISON NATIONAL BANK; F.I.S.H. OF SANIBEL-CAPTIVA, INC.; FLORIDA DEPARTMENT OF HEALTH LEE COUNTY; FLORIDA GULF COAST UNIVERSITY; GOLISANO CHILDREN'S HOSPITAL; GOLISANO CHILDREN'S HOSPITAL/PEDIATRIC ENT; GUARDIAN AD LITEM FOUNDATION; HARRY CHAPIN FOOD BANK; HEALTHY START OF SOUTHWEST FLORIDA; HODGES UNIVERSITY; HOPE CLUBHOUSE; HOPE HEALTHCARE SERVICES; INTERFAITH CHARITIES OF SOUTH LEE; LARC, INC.; LCH BOARD OF DIRECTORS; LEE COMMUNITY HEALTHCARE; LEE COUNTY; LEE COUNTY GOVERNMENT; LEE COUNTY MEDICAL SOCIETY; LEE ECONOMIC DEVELOPMENT OFFICE; LEE HEALTH; LEE HEALTH FOUNDATION; LEE PHYSICIAN GROUP; MARCH OF DIMES; MARKHAM NORTON MOSTELLER WRIGHT & CO. PA; MCGRIFF INSURANCE SERVICES; MILLENNIUM PHYSICIAN GROUP; MINNESOTA TWINS BASEBALL; PARK ROYAL HOSPITAL; PHYSICIANS PRIMARY CARE; PHYSICIANS PRIMARY CARE OB-GYN; PHYSICIANS PRIMARY CARE, COMMUNITY HEALTH IMPROVEMENT (CHI) COMMITTEE (A COMMITTEE OF THE LEE HEALTH BOARD); PREMIER MOBILE; PRICEWATERHOUSECOOPERS LLP; PRIORITY MARKETING; PRIVATE PRACTICE,; QUALITY LIFE CENTER; SALUSCARE, INC.; SHELL POINT RETIREMENT COMMUNITY; STEVENS CONSTRUCTION, INC.; STILLWELL ENTERPRISES; STUDIO+; THE HEIGHTS CENTER, INC.; THE LEE COUNTY COALITION FOR A DRUG-FREE SOUTHWEST FLORIDA; THE SANIBEL CAPTIVA TRUST COMPANY; UNITED WAY LEE, HENDRY, GLADES; VALERIE'S HOUSE; VILLAGE OF ESTERO |
| GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 6A: | - LEE MEMORIAL HOSPITAL- GULF COAST MEDICAL CENTER- CAPE CORAL HOSPITAL |
| GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 6B: | THIS ASSESSMENT PART OF A LARGER, COUNTYWIDE ASSESSMENT EFFORT BY LEE HEALTH WAS CONDUCTED ON BEHALF OF LEE MEMORIAL HOSPITAL BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS IN HUNDREDS OF COMMUNITIES ACROSS THE UNITED STATES SINCE 1994. |
| GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 11: | THIS FACILITY'S GREATEST HEALTH PRIORITIES INCLUDE ACCESS TO HEALTHCARE SERVICES, HEART DISEASE AND STROKE, SUBSTANCE USE, RESPIRATORY DISEASE, NUTRITION, PHYSICAL ACTIVITY AND WEIGHT, AND MENTAL HEALTH. MARKET AREA 3 WAS IDENTIFIED AS DEMONSTRATING THE GREATEST LEVEL OF NEED, WITH NOTABLE HEALTH DISPARITIES ACROSS SEVERAL KEY INDICATORS. RESIDENTS IN THIS AREA REPORT THE HIGHEST RATES OF SEEKING HELP FOR ALCOHOL OR DRUG PROBLEMS, AS WELL AS THE HIGHEST PROPORTION RATING LOCAL HEALTHCARE SERVICES AS "FAIR OR "POOR." THE PREVALENCE OF ASTHMA IS ALSO HIGHER IN THIS MARKET, ALONG WITH INCREASED EXPOSURE TO SECONDHAND SMOKE. BEHAVIORAL RISK FACTORS ARE REFLECTED IN HIGHER CONSUMPTION OF SUGAR-SWEETENED BEVERAGES AND MORE FREQUENT REPORTS OF TEXTING WHILE DRIVING. ADDITIONALLY, MARKET AREA 3 REPORTS LOWER ENGAGEMENT IN MENTAL HEALTH SERVICES AMONG HOUSEHOLD MEMBERS, FURTHER HIGHLIGHTING GAPS IN ACCESS AND UTILIZATION.ADDITIONAL NEEDS SUCH AS DISABLING CONDITIONS, INJURY AND VIOLENCE PREVENTION, CANCER, HEART DISEASE & STROKE, INFANT HEALTH & FAMILY PLANNING, ORAL HEALTH, AND TOBACCO USE, AND RESPIRATORY HEALTH ARE ALSO ADDRESSED IN MARKETS WHERE THOSE CONCERNS ARE MOST PREVALENT.WHILE GULF COAST MEDICAL CENTER IS NOT DIRECTLY ADDRESSING ALL NEEDS IDENTIFIED, LEE HEALTH AS A SYSTEM IS ADDRESSING ALL IDENTIFIED PRIORITY NEEDS. EFFORTS ARE IMPLEMENTED BOTH AT THE FACILITY LEVEL AND THROUGH SYSTEM-WIDE INITIATIVES TO ENSURE A COMPREHENSIVE APPROACH TO IMPROVING COMMUNITY HEALTH OUTCOMES. LEE HEALTH CONTINUES TO MONITOR PROGRESS AND ADAPT ITS WORK TO MEET EVOLVING COMMUNITY NEEDS.THE FOLLOWING PRIORITIES ARE ADDRESSED IN OUR IMPLEMENTATION PLAN:ACCESS TO HEALTHCARE SERVICES:STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESS FOR UNINSURED AND UNDERREPRESENTED POPULATIONSTACTIC: LEVERAGE COMPLEX CARE CENTER, COMMUNITY CARE OUTREACH, CARE MANAGEMENT, AND SNF COLLABORATIVE; SUPPORT SYSTEM NAVIGATION VIA SCHEDULERSEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: SERVICES INCLUDE EDUCATION ON THE FINANCIAL ASSISTANCE PROGRAM, DISABILITY APPLICATION SUPPORT, AND MEDICATION EDUCATION. WECARE AND UNITED WAY COLLABORATION SUPPORTS REFERRALS AND TRANSPORTATION COORDINATION FOR DISADVANTAGED PATIENTS.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: PRIORITIZE CULTURAL COMPETENCY AND REDUCE LANGUAGE BARRIERS IN PROVIDER NETWORKEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: ALL OFFICES EQUIPPED WITH MARTTI INTERPRETATION TECHNOLOGY; MYCHART LANDING PAGE AVAILABLE IN SPANISH; KEY DOCUMENTS TRANSLATED INTO ADDITIONAL LANGUAGES.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: DEPLOY FAMILY MEDICINE RESIDENCY PROGRAM AND LCH CLINICIANS IN LOW-ACCESS AREASEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: FAMILY MEDICINE RESIDENTS CONSISTENTLY ACTIVE IN BARBERSHOP WELLNESS EVENTS AND OTHER COMMUNITY HEALTH PROGRAMMING; EXPANDED CLINICIAN PRESENCE IN COMMUNITY-BASED LOCATIONS.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT DIGITAL STRATEGY FOR ONLINE APPOINTMENT SCHEDULINGEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: CONTINUED TRACKING OF OUTCOMES THROUGH DIGITAL TOOLS AND WIDGETS; EXPANSION OF DIGITAL HEALTH STRATEGIES AT COMMUNITY EVENTS AND OUTREACH INITIATIVES.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT SYSTEM-WIDE FRONT DOOR STRATEGY AND INITIATIVESEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: ADDED PRIMARY CARE LOCATIONS AND EXPANDED BY OVER PRIMARY CARE PROVIDERS; EMBEDDED PSYCHOLOGISTS IN PRIMARY CARE PRACTICES; DEVELOPED CHRONIC CARE MANAGEMENT PATHWAYS FOR CONDITIONS SUCH AS DIABETES AND HYPERTENSION.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT WORKFORCE DEVELOPMENT EFFORTS (E.G., NURSE NAVIGATORS)EVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: EXPANDED REGIONAL ACADEMIC AND COMMUNITY PARTNERSHIPS; ESTABLISHED STRUCTURED CAREER PATHWAYS, INTERNSHIPS, AND JOB SHADOWING OPPORTUNITIES; LAUNCHED MEDICAL ASSISTANT PATHWAY PROGRAM; CONTINUED CAREER FAIRS, STEM ENGAGEMENT, AND WORKFORCE TRAINING INITIATIVES.STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: PROVIDE SCREENINGS, EDUCATION, AND REFERRALS AT HEALTH FAIR EVENTSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: ONGOING MULTI-EVENT COMMUNITY OUTREACH WITH CONTINUED COLLABORATION ACROSS COMMUNITY PARTNERS AND ORGANIZATIONS.STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: SUPPORT MOBILE MEDICAL CARE OPPORTUNITIES WITH PARTNERSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: COMPLEX CARE AND OUTREACH SERVICES CONNECTED WITH MOBILE HEALTH PARTNERS TO EXPAND CARE ACCESS AND SERVICE DELIVERY IN UNDERSERVED AREAS.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT TELEHEALTH SERVICES IN COMMUNITY SETTINGS AND CLINICSEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: TELEHEALTH HUB IMPLEMENTED AT HARLEM HEIGHTS CENTER; ONE FREE URGENT CARE VISIT PROVISIONED PER PATIENT; ADDITIONAL CLINIC ADDED AT FRANKLIN PARK ELEMENTARY SCHOOL; NEIGHBORHOOD LIAISON PROGRAM UNDERWAY.CARDIOVASCULAR & RESPIRATORY CONDITIONS:STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: LEVERAGE AND ELEVATE COMMUNITY CARE OUTREACH PROGRAMEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: ONGOING COLLABORATION WITH COMMUNITY AGENCIES, CHURCHES, AND NATIONAL PARTNERS; SERVICES INCLUDE SNAP EDUCATION, WIC SUPPORT, CHRONIC DISEASE REFERRALS, DIETITIAN CONNECTIONS, AND ACCESS TO LOCAL FOOD RESOURCES.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: EXPAND VIRTUAL EDUCATION (CLASSES, PODCASTS)EVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: HEALTHY LIFE CENTER VIRTUAL CLASSES AND PODCAST PROGRAMMING CONTINUE, WITH EXPANDED HYBRID EDUCATION COVERING PREVENTATIVE CARE, COOKING DEMONSTRATIONS, SCREENINGS, AND NAVIGATION SUPPORT.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: INCREASE STROKE EDUCATION RESOURCES AT COMMUNITY EVENTSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: STROKE EDUCATION MATERIALS EXPANDED ACROSS COMMUNITY EVENTS, FAITH-BASED GATHERINGS, AND HEALTH FAIRS; INCREASED COLLABORATION ACROSS CLINICAL AND OUTREACH TEAMS.*SEE CONTINUTION IN PART V, SECTION C* |
| GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 2: | LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP).AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATES (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2). |
| GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 5: | THE CHNA INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY AND PRC ONLINE KEY INFORMANT SURVEY IN 2023), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. THE SURVEY INSTRUMENT USED FOR THIS STUDY IS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES AND OTHER RECOGNIZED HEALTH ISSUES. THE FINAL SURVEY INSTRUMENT WAS DEVELOPED BY LEE HEALTH AND PRC AND IS SIMILAR TO THE PREVIOUS SURVEYS USED IN THE REGION, ALLOWING FOR DATA TRENDING.LEE HEALTH'S ENABLING LEGISLATION PROVIDES FOR THE ESTABLISHMENT OF A PUBLIC HEALTH SYSTEM WITH A DECLARED PUBLIC PURPOSE AND A PUBLICLY ELECTED BOARD OF DIRECTIONS, WHO ARE ELECTED BY THE RESIDENTS OF LEE COUNTY. THE STUDY AREA FOR THE SURVEY EFFORT IS MADE UP OF FOUR MARKET AREAS COMPRISING LEE COUNTY IN SOUTHWEST FLORIDA, OF WHICH 90% OF THE RESIDENTS MAKE UP LEE HEALTH'S PATIENT POPULATION. ADDITIONALLY, LEE HEALTH SERVES ALL RESIDENTS AND VISITORS IN THE FIVE-COUNTY REGION WITH EXPANDED SERVICES SUCH AS OUR CHILDREN'S HOSPITAL AND OUR TRAUMA CENTER.A PRECISE AND CAREFULLY EXECUTED METHODOLOGY IS CRITICAL IN ASSERTING THE VALIDITY OF THE RESULTS GATHERED IN THE PRC COMMUNITY HEALTH SURVEY. THUS, TO ENSURE THE BEST REPRESENTATION OF THE POPULATION SURVEYED, A MIXED-MODE METHODOLOGY WAS IMPLEMENTED. THIS INCLUDED SURVEYS CONDUCTED VIA TELEPHONE (LANDLINE AND CELL PHONE), AS WELL AS THROUGH ONLINE QUESTIONNAIRES. THE SAMPLE DESIGN USED FOR THIS EFFORT CONSISTED OF A STRATIFIED RANDOM SAMPLE OF 1,005 INDIVIDUALS AGE 18 AND OLDER IN LEE COUNTY, INCLUDING 251 IN MARKET AREA 1; 252 IN MARKET AREA 2; 251 IN MARKET AREA 3; AND 251 IN MARKET AREA 4. ONCE THE INTERVIEWS WERE COMPLETED, THESE WERE WEIGHTED IN PROPORTION TO THE ACTUAL POPULATION DISTRIBUTION SO AS TO APPROPRIATELY REPRESENT LEE COUNTY AS A WHOLE. ALL ADMINISTRATION OF THE SURVEYS, DATA COLLECTION, AND DATA ANALYSIS WAS CONDUCTED BY PRC. FOR STATISTICAL PURPOSES, THE MAXIMUM RATE OF ERROR ASSOCIATED WITH A SAMPLE SIZE OF 1,005 RESPONDENTS IS 3.1% AT THE 95 PERCENT CONFIDENCE LEVEL.IN ADDITION TO BROAD COMMUNITY INPUT THROUGH RANDOM SAMPLING, LEE HEALTH ALSO ACTIVELY SOUGHT FEEDBACK FROM KEY INFORMANTS, COMMUNITY LEADERS AND ORGANIZATION REPRESENTATIVES WHO DIRECTLY SERVE UNDERSERVED POPULATIONS. THESE INDIVIDUALS AND ORGANIZATIONS PROVIDE SERVICES TO LOW-INCOME, MINORITY, AND MEDICALLY UNDERSERVED POPULATIONS, INCLUDING THOSE FACING BARRIERS RELATED TO INCOME, ACCESS TO CARE, LANGUAGE AND CULTURAL DIFFERENCES, DISABILITY, AND BEHAVIORAL HEALTH CHALLENGES. THROUGH THEIR EXPERTISE AND DIRECT EXPERIENCE WORKING WITHIN THE COMMUNITY, THESE STAKEHOLDERS OFFERED VALUABLE INSIGHT INTO THE SPECIFIC NEEDS, BARRIERS, AND GAPS IN SERVICES AFFECTING VULNERABLE POPULATIONS, ALLOWING FOR A DEEPER AND MORE NUANCED UNDERSTANDING OF COMMUNITY HEALTH CONCERNS.LEE HEALTH ENGAGED A DIVERSE GROUP OF ORGANIZATIONS SPANNING HEALTHCARE, SOCIAL SERVICES, EDUCATION, GOVERNMENT, AND NONPROFIT SECTORS. THESE INCLUDED THE FLORIDA DEPARTMENT OF HEALTH IN LEE COUNTY, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH ORGANIZATIONS, FOOD ASSISTANCE PROGRAMS, EDUCATIONAL INSTITUTIONS, ADVOCACY GROUPS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. THIS BROAD REPRESENTATION ENSURED THAT THE CHNA CAPTURED A WIDE RANGE OF PERSPECTIVES AND REFLECTED THE NEEDS OF THE ENTIRE COMMUNITY, INCLUDING ITS MOST VULNERABLE POPULATIONS.FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS OUTLINED BELOW:ABUSE COUNSELING & TREATMENT, INC.; ALVIN A. DUBIN ALZHEIMER'S RESOURCE CENTER; ARTHREX; B & I CONTRACTORS, INC.; BJM CONSULTING, INC.; CAFE OF LIFE, INC.; CENTER FOR PROGRESS AND EXCELLENCE; CHARLOTTE BEHAVIORAL HEALTH CARE; CHILD CARE OF SOUTHWEST FLORIDA, INC.; CHILDREN'S NETWORK OF SWFL; CHRIS-TEL CONSTRUCTION; COLLABORATORY; COMMUNITY ASSISTED SUPPORTED LIVING; COMMUNITY COOPERATIVE; DAVID LAWRENCE CENTER; DEAF AND HARD OF HEARING CENTER; DISTRICT EIGHT HEALTH PLANNING COUNCIL; D-SIGNED NUTRITION, LLC; EDISON NATIONAL BANK; F.I.S.H. OF SANIBEL-CAPTIVA, INC.; FLORIDA DEPARTMENT OF HEALTH LEE COUNTY; FLORIDA GULF COAST UNIVERSITY; GOLISANO CHILDREN'S HOSPITAL; GOLISANO CHILDREN'S HOSPITAL/PEDIATRIC ENT; GUARDIAN AD LITEM FOUNDATION; HARRY CHAPIN FOOD BANK; HEALTHY START OF SOUTHWEST FLORIDA; HODGES UNIVERSITY; HOPE CLUBHOUSE; HOPE HEALTHCARE SERVICES; INTERFAITH CHARITIES OF SOUTH LEE; LARC, INC.; LCH BOARD OF DIRECTORS; LEE COMMUNITY HEALTHCARE; LEE COUNTY; LEE COUNTY GOVERNMENT; LEE COUNTY MEDICAL SOCIETY; LEE ECONOMIC DEVELOPMENT OFFICE; LEE HEALTH; LEE HEALTH FOUNDATION; LEE PHYSICIAN GROUP; MARCH OF DIMES; MARKHAM NORTON MOSTELLER WRIGHT & CO. PA; MCGRIFF INSURANCE SERVICES; MILLENNIUM PHYSICIAN GROUP; MINNESOTA TWINS BASEBALL; PARK ROYAL HOSPITAL; PHYSICIANS PRIMARY CARE; PHYSICIANS PRIMARY CARE OB-GYN; PHYSICIANS PRIMARY CARE, COMMUNITY HEALTH IMPROVEMENT (CHI) COMMITTEE (A COMMITTEE OF THE LEE HEALTH BOARD); PREMIER MOBILE; PRICEWATERHOUSECOOPERS LLP; PRIORITY MARKETING; PRIVATE PRACTICE,; QUALITY LIFE CENTER; SALUSCARE, INC.; SHELL POINT RETIREMENT COMMUNITY; STEVENS CONSTRUCTION, INC.; STILLWELL ENTERPRISES; STUDIO+; THE HEIGHTS CENTER, INC.; THE LEE COUNTY COALITION FOR A DRUG-FREE SOUTHWEST FLORIDA; THE SANIBEL CAPTIVA TRUST COMPANY; UNITED WAY LEE, HENDRY, GLADES; VALERIE'S HOUSE; VILLAGE OF ESTERO |
| GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 6A: | - LEE MEMORIAL HOSPITAL- GULF COAST MEDICAL CENTER- CAPE CORAL HOSPITAL |
| GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 6B: | THIS ASSESSMENT PART OF A LARGER, COUNTYWIDE ASSESSMENT EFFORT BY LEE HEALTH WAS CONDUCTED ON BEHALF OF LEE MEMORIAL HOSPITAL BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS IN HUNDREDS OF COMMUNITIES ACROSS THE UNITED STATES SINCE 1994. |
| GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 11: | MARKET AREA 1 WAS IDENTIFIED AS HAVING THE GREATEST LEVEL OF NEED, WITH SEVERAL NOTABLE DISPARITIES ACROSS HEALTH INDICATORS. THIS AREA DEMONSTRATES THE HIGHEST PREVALENCE OF OVERWEIGHT AND OBESITY AMONG ADULTS AND THE LOWEST RATES OF MEETING RECOMMENDED PHYSICAL ACTIVITY GUIDELINES, CONTRIBUTING TO AN INCREASED BURDEN OF CHRONIC DISEASE. THERE ARE ALSO HIGHER RATES OF DIABETES AND CARDIOVASCULAR RISK FACTORS, INCLUDING OBESITY, SMOKING, AND HIGH BLOOD PRESSURE. ADDITIONALLY, RESIDENTS REPORT HIGHER USE OF VAPING PRODUCTS AND GREATER ACCESS TO SWIMMING POOLS, WHICH MAY INCREASE THE RISK OF DROWNING. THE COMMUNITY ALSO EXPERIENCES A HIGHER PREVALENCE OF MULTIPLE CHRONIC CONDITIONS, INCREASED FALLS AMONG ADULTS AGES 45 AND OLDER, AND HIGHER RATES OF INDIVIDUALS RECEIVING TREATMENT FOR MENTAL HEALTH CONDITIONS, FURTHER UNDERSCORING THE COMPLEX HEALTH CHALLENGES FACED IN THIS MARKET AREA.ADDITIONAL NEEDS SUCH AS DISABLING CONDITIONS, INJURY AND VIOLENCE PREVENTION, CANCER, HEART DISEASE & STROKE, INFANT HEALTH & FAMILY PLANNING, ORAL HEALTH, AND TOBACCO USE, AND RESPIRATORY HEALTH ARE ALSO ADDRESSED IN MARKETS WHERE THOSE CONCERNS ARE MOST PREVALENT.WHILE CAPE CORAL HOSPITAL IS NOT DIRECTLY ADDRESSING ALL NEEDS IDENTIFIED, LEE HEALTH AS A SYSTEM IS ADDRESSING ALL IDENTIFIED PRIORITY NEEDS. EFFORTS ARE IMPLEMENTED BOTH AT THE FACILITY LEVEL AND THROUGH SYSTEM-WIDE INITIATIVES TO ENSURE A COMPREHENSIVE APPROACH TO IMPROVING COMMUNITY HEALTH OUTCOMES. LEE HEALTH CONTINUES TO MONITOR PROGRESS AND ADAPT ITS WORK TO MEET EVOLVING COMMUNITY NEEDS.THE FOLLOWING PRIORITIES ARE ADDRESSED IN OUR IMPLEMENTATION PLAN:CARDIOVASCULAR & RESPIRATORY CONDITIONS:STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: LAUNCH COMMUNITY CAMPAIGN WITH EMPLOYEE AND VOLUNTEER ADVOCATES TO PROMOTE CARDIOVASCULAR RISK PROGRAMSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: LEE HEALTH HEART INSTITUTE AWARDED MILLION HEARTS DESIGNATION; LIVE FIERCE CAMPAIGN ONGOING; COMMUNITY ENGAGEMENT INCLUDES CARDIAC CONNECTION SUPPORT GROUP, HEALTH FAIRS, BLOOD PRESSURE SCREENINGS, SPEAKERS BUREAU, AND HEALTHY LIFE CENTER EDUCATIONAL SESSIONS.STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: PARTNER WITH LOCAL BUSINESSES TO PROVIDE HEALTH EDUCATION AT BLOOD PRESSURE MONITORING STATIONSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: OUTREACH TEAM PROVIDES HEALTH AND WELLNESS EDUCATION AND SCREENINGS TO LOCAL EMPLOYERS AND COMMUNITIES, INCLUDING BLOOD PRESSURE SCREENINGS, LIFESTYLE EDUCATION, AFIB EDUCATION, AND HEART HEALTH PROGRAMMING.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: PROMOTE MENDED HEARTS SUPPORT GROUP FOR PATIENTS AND FAMILIESEVALUATION/METRICS: NOT SPECIFIEDCURRENT PROGRESS: MENDED HEARTS PROGRAM HAS BEEN DISBANDED.STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: RELAUNCH BARBERSHOP AND BEAUTY SALON WELLNESS PROGRAMS IN UNDERSERVED AREASEVALUATION/METRICS: NUMBER OF PARTICIPANTS; DECREASED NUMBER OF NO-SHOWS; REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: UTOPIA BARBERSHOP INITIATIVE ONGOING AND EXPANDED TO ADDITIONAL LOCATION; VOLUNTEERS TRAINED; MONTHLY PROGRAMMING IMPLEMENTED WITH ROTATING HEALTH PILLARS; AMERICAN HEART ASSOCIATION EQUIPMENT IN USE WITH ONGOING DATA TRACKING.STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: LEVERAGE AND ELEVATE COMMUNITY CARE OUTREACH PROGRAMEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: INCREASED COLLABORATION WITH COMMUNITY AGENCIES AND ORGANIZATIONS; SERVICES INCLUDE REFERRALS TO CHRONIC DISEASE PROGRAMS, SNAP AND WIC EDUCATION, SPECIALTY DIET GUIDANCE, AND CONNECTIONS TO LOCAL FOOD RESOURCES.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: EXPAND VIRTUAL EDUCATION THROUGH HEALTHY LIFE CENTER CLASSES AND PODCASTSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: HEALTHY LIFE CENTER CLASSES AND PODCASTS CONTINUE WITH EXPANDED HYBRID PROGRAMMING, DELIVERING EDUCATION ON PREVENTATIVE CARE, SCREENINGS, COOKING DEMONSTRATIONS, AND HEALTHCARE NAVIGATION.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: INCREASE STROKE EDUCATION RESOURCES AT COMMUNITY-BASED EVENTSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: STROKE EDUCATION EXPANDED TO COMMUNITY EVENTS, CHURCH EVENTS, AND HEALTH FAIRS WITH INCREASED STAFF PARTICIPATION AND DISTRIBUTION OF EDUCATIONAL MATERIALS SUPPORTED THROUGH FOUNDATION RESOURCES.NUTRITION, PHYSICAL ACTIVITY, & WEIGHT:STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: PROMOTE FAMILY ENGAGEMENT IN COMMUNITY-BASED NUTRITION AND PHYSICAL ACTIVITY PROGRAMSEVALUATION/METRICS: REDUCTION IN SCREEN TIME DURING PEDIATRIC VISITS; BMI MONITORINGSTRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: IDENTIFY AND EXPAND ACCESS TO EXERCISE FACILITIES AND PROGRAMSEVALUATION/METRICS: ATTENDANCE AND REGISTRATION; INDIVIDUAL SURVEYSCURRENT PROGRESS: EXERCISE OUTREACH ACTIVITIES PLANNED IN UNDERSERVED COMMUNITIES. STRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: INCREASE PROVIDER INVOLVEMENT IN PHYSICAL ACTIVITY RECOMMENDATIONSEVALUATION/METRICS: NOT SPECIFIEDSTRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: PROVIDE NUTRITION GUIDELINES EDUCATIONEVALUATION/METRICS: BMI MONITORINGCURRENT PROGRESS: 5210 CAMPAIGN MATERIALS REMAIN ACTIVE; NUTRITION EDUCATION INTEGRATED INTO COMMUNITY AND CLINICAL SETTINGS; HEALTH LITERACY VIDEOS IMPLEMENTED IN PROVIDER OFFICES AND ACROSS SOCIAL MEDIA PLATFORMS.MENTAL HEALTH & SUBSTANCE USE DISORDER:STRATEGY: IMPROVE RATIO OF MENTAL HEALTH PROVIDERS AND SERVICES TO REGIONAL NEEDTACTIC: EXPAND BEHAVIORAL HEALTH EDUCATION, SERVICES, ADVOCACY, COLLABORATIONS, AND INTEGRATED CAREEVALUATION/METRICS: NUMBER OF PROVIDERS RECRUITED AND TRAINED; NUMBER OF GRADUATE STUDENTS TRAINED; NUMBER OF NARCAN DISTRIBUTED; INCREASED NUMBER OF BEHAVIORAL HEALTH PROGRAMS AND RESOURCES; ENGAGEMENT DATA FOR BEHAVIORAL HEALTH PROGRAMSCURRENT PROGRESS: BEHAVIORAL HEALTH INTEGRATED INTO PRIMARY CARE PRACTICES; PSYCHOLOGISTS EMBEDDED IN MULTIPLE LOCATIONS; EXPANDED WORKFORCE INCLUDING LICENSED CLINICIANS; NEW PARTNERSHIPS AND PROGRAMS ESTABLISHED; INCREASED FUNDING AND CAPACITY FOR SERVICES.STRATEGY: SUPPORT INITIATIVES TO PREVENT SUBSTANCE USE AND IDENTIFY SUPPORT SERVICESTACTIC: MONITOR DATA, EXPAND PREVENTION AND TREATMENT PROGRAMS, AND STRENGTHEN PEER SUPPORTEVALUATION/METRICS: NUMBER OF OVERDOSES; NUMBER OF NEAR DEATHS; NUMBER OF DEATHS; NUMBER OF OVERDOSE TRANSPORTS; INCREASED VISIT VOLUME; INCREASED EMERGENCY DEPARTMENT VISITS; CARE MANAGEMENT TOUCHESCURRENT PROGRESS: ONGOING MONITORING OF DRUG-RELATED DATA THROUGH TRAUMA DASHBOARDS AND COUNTY TRACKING; EXPANDED PREVENTION EDUCATION IN SCHOOLS AND COMMUNITY PROGRAMS; WIDESPREAD NARCAN DISTRIBUTION; INCREASED PEER SUPPORT SPECIALISTS AND NAVIGATORS; STRENGTHENED COLLABORATION WITH RECOVERY ORGANIZATIONS. |
| PART V, SECTION B | FACILITY REPORTING GROUP B |
| FACILITY REPORTING GROUP B CONSISTS OF: | - FACILITY 4: ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CA |
| GROUP B-FACILITY 4 -- ENCOMPASS HEALTH REHABILITATION HOSPITAL PART V, SECTION B, LINE 2: | LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATIONS (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2). |
| PART V, SECTION B | FACILITY REPORTING GROUP C |
| FACILITY REPORTING GROUP C CONSISTS OF: | - FACILITY 5: ENCOMPASS HEALTH REHABILITATION HOSPITAL OF FO |
| GROUP C-FACILITY 5 -- ENCOMPASS HEALTH REHABILITATION HOSPITAL PART V, SECTION B, LINE 2: | ON MAY 20, 2025, ENCOMPASS HEALTH AND LEE HEALTH ANNOUNCED THE OPENING OF REHABILITATION HOSPITAL OF FORT MYERS, A 60 BED INPATIENT REHABILITATION FACILITY LOCATED AT 6150 MEDICAL PARK LOOP IN FORT MYERS, FLORIDA. THE HOSPITAL IS A JOINT VENTURE BETWEEN THE TWO ORGANIZATIONS AND PROVIDES INTENSIVE INPATIENT REHABILITATION SERVICES. CARE IS DESIGNED FOR PATIENTS RECOVERING FROM CONDITIONS SUCH AS STROKE, BRAIN AND SPINAL CORD INJURIES, AMPUTATIONS, AND COMPLEX ORTHOPEDIC CONDITIONS, WITH A FOCUS ON RESTORING FUNCTION AND INDEPENDENCE. PATIENTS RECEIVE COMPREHENSIVE SERVICES INCLUDING AT LEAST THREE HOURS OF THERAPY FIVE DAYS PER WEEK, 24HOUR NURSING CARE, AND REGULAR PHYSICIAN OVERSIGHT. THE FACILITY EXPANDS ACCESS TO SPECIALIZED REHABILITATION SERVICES IN THE SOUTHWEST FLORIDA COMMUNITY. |
| PART V, SECTION B, LINE 11 CONT. - GULF COAST MEDICAL CENTER: | STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: SUPPORT VAPING AND TOBACCO PREVENTION PROGRAMS TARGETING YOUTHEVALUATION/METRICS: NUMBER OF SCHOOLS INVOLVED; NUMBER OF STUDENTS REACHEDCURRENT PROGRESS: GATEWAY DRUG EDUCATION PROGRAMS DELIVERED IN SCHOOLS, AFTER-SCHOOL PROGRAMS, AND SUMMER CAMPS; UPDATED CURRICULUM IMPLEMENTED ACROSS MULTIPLE COUNTIES WITH SCHOOL AND COMMUNITY PARTNERS; VAPING PRESENTATIONS IN HIGH SCHOOLSSTRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: REVITALIZE AND PROMOTE ASTHMA EDUCATION PROGRAMEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: COMMUNITY OUTREACH INCLUDES ASTHMA AND COPD EDUCATION CLASSES IN MULTIPLE LOCATIONS; ATTENDEES COMPLETE RISK ASSESSMENTS AND RECEIVE TARGETED EDUCATION.STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: SHARE EVIDENCE-BASED ASTHMA ACTION PLANS WITH PATIENTSEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: CERTIFIED ASTHMA AND COPD EDUCATORS PROVIDE TOBACCO CESSATION SERVICES; COMMUNITY-BASED CESSATION CLASSES OFFERED AT MULTIPLE SITES.NUTRITION, PHYSICAL ACTIVITY, & WEIGHT:STRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: EXPLORE CREATION OF HEALTHY NEIGHBORHOOD STORES WITH COMMUNITY PARTNERSEVALUATION/METRICS: LEARN FROM DATA COLLECTION AND EVALUATION PROCESSES; BMI MONITORINGSTRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: CONDUCT HEALTHY COOKING DEMONSTRATIONS WITH FOOD DISTRIBUTION PARTNERSEVALUATION/METRICS: ENGAGEMENT DATA FOR COOKING DEMONSTRATIONS; NUMBER OF COOKING DEMONSTRATION/EVENTSCURRENT PROGRESS: HEALTHY LIFE CENTER EXPANDED OUTREACH WITH REGISTERED DIETITIANS; CONTINUED COOKING DEMONSTRATIONS AND NUTRITION EDUCATION AT COMMUNITY SITES; INCREASED PARTNERSHIPS SUPPORTING COMMUNITY ENGAGEMENT.STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: REINVIGORATE 5210 CAMPAIGN AND RESOURCESEVALUATION/METRICS: NUMBER OF NEW LOCATIONS DISTRIBUTING RESOURCES; NUMBER OF CURRENT DISTRIBUTION LOCATIONSCURRENT PROGRESS: 5210 CAMPAIGN REMAINS ACTIVE AND INTEGRATED INTO COMMUNITY EDUCATION; RESOURCES DISTRIBUTED ACROSS HEALTHCARE AND COMMUNITY SETTINGS; SUPPORTED BY ONGOING MARKETING AND HEALTH LITERACY INITIATIVES.MENTAL HEALTH & SUBSTANCE USE DISORDER: STRATEGY: IMPROVE RATIO OF MENTAL HEALTH PROVIDERS AND SERVICES TO REGIONAL NEEDTACTIC: EXPAND BEHAVIORAL HEALTH EDUCATION, SERVICES, ADVOCACY, AND INTEGRATIONEVALUATION/METRICS: NUMBER OF PROVIDERS RECRUITED AND TRAINED; NUMBER OF GRADUATE STUDENTS TRAINED; NUMBER OF NARCAN DISTRIBUTED; INCREASED NUMBER OF BEHAVIORAL HEALTH PROGRAMS/RESOURCES; ENGAGEMENT DATA FOR BEHAVIORAL HEALTH PROGRAMSCURRENT PROGRESS: BEHAVIORAL HEALTH SERVICES EXPANDED THROUGH INTEGRATION INTO PRIMARY CARE, INCLUDING PSYCHOLOGISTS EMBEDDED IN MULTIPLE PRACTICES AND EXPANSION TO ADDITIONAL SPECIALTIES. ADDITIONAL PROVIDERS AND FUNDING HAVE BEEN SECURED, WITH INCREASED AVAILABILITY OF PROGRAMS AND SERVICES AND CONTINUED DEVELOPMENT OF NEW TREATMENT MODALITIES.STRATEGY: SUPPORT INITIATIVES TO PREVENT SUBSTANCE USE AND IDENTIFY SUPPORT SERVICESTACTIC: MONITOR OUTCOMES, EXPAND PREVENTION AND TREATMENT PROGRAMS, AND STRENGTHEN PEER SUPPORTEVALUATION/METRICS: NUMBER OF OVERDOSES; NUMBER OF NEAR DEATHS; NUMBER OF DEATHS; NUMBER OF OVERDOSE TRANSPORTS; INCREASED VISIT VOLUME; INCREASED ED VISITS; INCREASED CARE MANAGEMENT TOUCHESCURRENT PROGRESS: ONGOING MONITORING OF TRAUMA AND COUNTY-LEVEL DRUG-RELATED DATA IS IN PLACE. PREVENTION AND EDUCATION PROGRAMS ARE DELIVERED IN SCHOOLS AND COMMUNITY SETTINGS, NARCAN DISTRIBUTION HAS EXPANDED WIDELY, AND PEER SUPPORT SERVICES HAVE GROWN WITH ADDITIONAL SPECIALISTS AND NAVIGATORS AND STRENGTHENED COLLABORATION WITH COMMUNITY RECOVERY PARTNERS. |
| GROUP A - PART V, SECTION B, LINE 7A: | HTTPS://WWW.LEEHEALTH.ORG/ABOUT-US/COMMUNITY-HEALTH-AND-IMPACT/COMMUNITY-HEALTH-NEEDS-ASSESSMENTGROUP A - PART V, SECTION B, LINE 10A:HTTPS://WWW.LEEHEALTH.ORG/ABOUT-US/COMMUNITY-HEALTH-AND-IMPACT/COMMUNITY-HEALTH-NEEDS-ASSESSMENTGROUP A - FACILITY 1 - LEE MEMORIAL HOSPITAL:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 1 - LEE MEMORIAL HOSPITAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 1 - LEE MEMORIAL HOSPITAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 2 - GULF COAST MEDICAL CENTER:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 2 - GULF COAST MEDICAL CENTER:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 2 - GULF COAST MEDICAL CENTER:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 3 - CAPE CORAL HOSPITAL:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 3 - CAPE CORAL HOSPITAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 3 - CAPE CORAL HOSPITAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP B - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/CAPE-CORAL-REHAB/FINANCIAL-INFORMATIONGROUP B - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/CAPE-CORAL-REHAB/FINANCIAL-INFORMATIONGROUP B - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/CAPE-CORAL-REHAB/FINANCIAL-INFORMATIONGROUP C - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL FORT MYERS:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/FORT-MYERS-REHAB/FINANCIAL-INFORMATIONGROUP C - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/FORT-MYERS-REHAB/FINANCIAL-INFORMATIONGROUP C - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/FORT-MYERS-REHAB/FINANCIAL-INFORMATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 122 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (122 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| 1 - FRL BONITA HEALTH CENTER | |||||
| 3501 HEALTH CENTER BLVD STE 1063 | ESTERO | FL | 34135 | OTHER OUTPATIENT CLINIC | |
| 2 - HEART INSTITUTE AT METRO PARKWAY | |||||
| 13340 METRO PARKWAY STE 200 | FORT MYERS | FL | 339664818 | OTHER OUTPATIENT CLINIC | |
| 3 - FRL SOUTHPOINT - CT SCAN | |||||
| 6311 SOUTH POINTE BLVD STE 600 | FORT MYERS | FL | 33919 | OTHER OUTPATIENT CLINIC | |
| 4 - LPG PULMONOLOGY | |||||
| 13340 METRO PARKWAY STE 400 | FORT MYERS | FL | 339664818 | OTHER OUTPATIENT CLINIC | |
| 5 - LPG PULMONOLOGY | |||||
| 3501 HEALTH CENTER BLVD STE 2200 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 6 - LPG ORTHOPEDICS | |||||
| 8960 COLONIAL CENTER DR STE 206 | FORT MYERS | FL | 339057810 | OTHER OUTPATIENT CLINIC | |
| 7 - LPG ORTHOPEDICS | |||||
| 23450 VIA COCONUT POINT 2ND FLOOR | ESTERO | FL | 341351877 | OTHER OUTPATIENT CLINIC | |
| 8 - LPG ORTHOPEDICS | |||||
| 2441 SURFSIDE BLVD STE 202 | CAPE CORAL | FL | 339143861 | OTHER OUTPATIENT CLINIC | |
| 9 - LPG ORTHOPEDICS | |||||
| 8350 RIVERWALK PARK BLVD STE 1 | FORT MYERS | FL | 339198759 | OTHER OUTPATIENT CLINIC | |
| 10 - LPG CONVENIENT CARE PINE ISLAND | |||||
| 1682 NE PINE ISLAND ROAD | CAPE CORAL | FL | 339091756 | OTHER OUTPATIENT CLINIC | |
| 11 - LPG INFECTIOUS DISEASES | |||||
| 13340 METRO PARKWAY STE 310 | FORT MYERS | FL | 339664818 | OTHER OUTPATIENT CLINIC | |
| 12 - LPG INFECTIOUS DISEASES | |||||
| 414 CAPE CORAL PKWY E STE 202 | CAPE CORAL | FL | 339048522 | OTHER OUTPATIENT CLINIC | |
| 13 - NEURODIAGNOSTICS | |||||
| 13601 PLANTATION ROAD | FORT MYERS | FL | 339124437 | OTHER OUTPATIENT CLINIC | |
| 14 - LPG CONVENIENT CARE METRO | |||||
| 13340 METRO PARKWAY STE 100 | FORT MYERS | FL | 339664818 | OTHER OUTPATIENT CLINIC | |
| 15 - ENCOMPASS REHAB HOSP OF FORT MYERS | |||||
| 6150 MEDICAL PARK LOOP | FORT MYERS | FL | 339124537 | OTHER OUTPATIENT CLINIC | |
| 16 - HEART INST SHIPLEY CARDIOTHORACIC CTR | |||||
| 9981 S HEALTHPARK DR STE 156 | FORT MYERS | FL | 339083618 | OTHER OUTPATIENT CLINIC | |
| 17 - SURGERY CENTER - UROLOGY ASC | |||||
| 12631 WHITEHALL DRIVE | FORT MYERS | FL | 33907 | OTHER OUTPATIENT CLINIC | |
| 18 - INTERNAL MEDICINE COLLEGE POINTE | |||||
| 9131 COLLEGE POINTE COURT | FORT MYERS | FL | 339193245 | OTHER OUTPATIENT CLINIC | |
| 19 - LPG FMIM BASS ROAD INTERNAL MEDICINE | |||||
| 16271 BASS ROAD | FORT MYERS | FL | 339083616 | OTHER OUTPATIENT CLINIC | |
| 20 - LPG VASCULAR SURGERY | |||||
| 12700 CREEKSIDE LANE STE 301 | FORT MYERS | FL | 339193356 | OTHER OUTPATIENT CLINIC | |
| 21 - LPG VASCULAR SURGERY | |||||
| 708 S DEL PRADO BLVD STE 3 | CAPE CORAL | FL | 339902676 | OTHER OUTPATIENT CLINIC | |
| 22 - LPG VASCULAR SURGERY | |||||
| 3227 LEE BLVD STE F | LEHIGH | FL | 339711428 | OTHER OUTPATIENT CLINIC | |
| 23 - LPG VASCULAR SURGERY | |||||
| COCONUT POINT 23450 VIA COCONUT | ESTERO | FL | 341351877 | OTHER OUTPATIENT CLINIC | POINT |
| 24 - LPG VASCULAR SURGERY | |||||
| GCMC 13685 DOCTORS WAY | FORT MYERS | FL | 339124347 | OTHER OUTPATIENT CLINIC | |
| 25 - LPG PULMONOLOGY | |||||
| 16420 HEALTHPARK COMMONS DRIVE | FORT MYERS | FL | 339089621 | OTHER OUTPATIENT CLINIC | |
| 26 - LPG GENERAL SURGERY | |||||
| 8380 RIVERWALK PARK BLVD STE 100 | FORT MYERS | FL | 339195758 | OTHER OUTPATIENT CLINIC | |
| 27 - LPG GENERAL SURGERY | |||||
| COCONUT POINT 23450 VIA COCONUT | ESTERO | FL | 341351877 | OTHER OUTPATIENT CLINIC | POINT |
| 28 - LPG CONVENIENT CARE PAGE FIELD | |||||
| PAGE FIELD 4771 S CLEVELAND AVE | FORT MYERS | FL | 339071317 | OTHER OUTPATIENT CLINIC | |
| 29 - INTERNAL MEDICINE PINE ISLAND | |||||
| 1682 NE PINE ISLAND ROAD | CAPE CORAL | FL | 339091756 | OTHER OUTPATIENT CLINIC | |
| 30 - LPG SURGERY | |||||
| 708 S DEL PRADO BLVD STE 6 | CAPE CORAL | FL | 339902676 | OTHER OUTPATIENT CLINIC | |
| 31 - INTERNAL MEDICINE SURFSIDE | |||||
| 2441 SURFSIDE BLVD STE 200 | CAPE CORAL | FL | 339143861 | OTHER OUTPATIENT CLINIC | |
| 32 - LPG ALLERGY & IMMUNOLOGY | |||||
| 4761 S CLEVELAND AVE STE 3 | FORT MYERS | FL | 339071375 | OTHER OUTPATIENT CLINIC | |
| 33 - LPG ALLERGY & IMMUNOLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 34 - LPG ALLERGY & IMMUNOLOGY | |||||
| 1435 SE 8TH TERRACE STE C | CAPE CORAL | FL | 339903289 | OTHER OUTPATIENT CLINIC | |
| 35 - LPG ALLERGY & IMMUNOLOGY | |||||
| 22655 BAYSHORE ROAD STE 130 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 36 - LPG ALLERGY & IMMUNOLOGY | |||||
| 3501 HEALTH CENTER BLVD STE 2200 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 37 - LPG SURGICAL ONCOLOGY | |||||
| 7335 GLADIOLUS DR | FORT MYERS | FL | 339085101 | OTHER OUTPATIENT CLINIC | |
| 38 - GCHSWFL PEDIATRIC ENT | |||||
| 16410 HEALTHPARK COMMONS DRIVE | FORT MYERS | FL | 339089621 | OTHER OUTPATIENT CLINIC | |
| 39 - LPG WOMEN'S CTR GYNECOLOGY SVCS ONLY | |||||
| PAGE FIELD 4761 S CLEVELAND STE 4 | FORT MYERS | FL | 339071375 | OTHER OUTPATIENT CLINIC | |
| 40 - LPG WOMEN'S CTR GYNECOLOGY SVCS ONLY | |||||
| 23450 VIA COCONUT POINT 2ND FLOOR | ESTERO | FL | 341351877 | OTHER OUTPATIENT CLINIC | |
| 41 - LPG UROLOGY | |||||
| 507 DEL PRADO BLVD S | CAPE CORAL | FL | 339902618 | OTHER OUTPATIENT CLINIC | |
| 42 - LPG UROLOGY | |||||
| 3227 LEE BLVD STE F | LEHIGH ACRES | FL | 339711428 | OTHER OUTPATIENT CLINIC | |
| 43 - LPG UROLOGY | |||||
| 3501 HEALTH CENTER BLVD STE 2140 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 44 - FAMILY MED RESIDENCY LEE MEMORIAL HOSP | |||||
| 2780 CLEVELAND AVE STE 709 | FORT MYERS | FL | 339015857 | OTHER OUTPATIENT CLINIC | |
| 45 - LH GME FAMILY RESIDENCY CLINIC PALISADES | |||||
| 6811 PALISADES PARK COURT STE 1 | FORT MYERS | FL | 339127130 | OTHER OUTPATIENT CLINIC | |
| 46 - LPG CONVENIENT CARE BONITA | |||||
| 3501 HEALTH CENTER BLVD STE 1050 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 47 - LPG FAMILY MEDICINE PLANTATION | |||||
| 13782 PLANTATION ROAD UNIT 201 | FORT MYERS | FL | 339124462 | OTHER OUTPATIENT CLINIC | |
| 48 - ADULT PRIMARY CARE BIMINI SQUARE | |||||
| 414 CAPE CORAL PKWY E STE 202 | CAPE CORAL | FL | 339048522 | OTHER OUTPATIENT CLINIC | |
| 49 - GCHSWFL PEDIATRIC OPHTHALMOLOGY | |||||
| 11390 SUMMERLIN SQUARE DR | FORT MYERS | FL | 339315300 | OTHER OUTPATIENT CLINIC | |
| 50 - PEDIATRIC OPHTHALMOLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 51 - LPG ENDOCRINOLOGY | |||||
| 3501 HEALTH CENTER BLVD STE 2410 | ESTERO | FL | 341358131 | OTHER OUTPATIENT CLINIC | |
| 52 - LPG ENDOCRINOLOGY | |||||
| 632 DEL PRADO BLVD N | CAPE CORAL | FL | 339092278 | OTHER OUTPATIENT CLINIC | |
| 53 - LPG DIGESTIVE HEALTH | |||||
| 3501 HEALTH CENTER BLVD STE 1600 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 54 - LPG FM UNIVERSITY HIGHLANDS | |||||
| 19511 HIGHLAND OAKS DR STE 201 | ESTERO | FL | 339289712 | OTHER OUTPATIENT CLINIC | |
| 55 - LPG RHEUMATOLOGY | |||||
| 3501 HEALTH CENTER BLVD STE 2220 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 56 - LPG RHEUMATOLOGY | |||||
| 2441 SURFSIDE BLVD STE 106 | CAPE CORAL | FL | 339143861 | OTHER OUTPATIENT CLINIC | |
| 57 - LPG GME INTERNAL MEDICINE CAPE CORAL | |||||
| 224 SANTA BARBARA BLVD STE 102 | CAPE CORAL | FL | 33991 | OTHER OUTPATIENT CLINIC | |
| 58 - LPG UROLOGY ONCOLOGY BONITA HEALTH CTR | |||||
| 3501 HEALTH CENTER BLVD STE 1119 | ESTERO | FL | 341358135 | OTHER OUTPATIENT CLINIC | |
| 59 - LPG MEMORY CARE | |||||
| 12600 CREEKSIDE LANE STE 4 | FORT MYERS | FL | 339193353 | OTHER OUTPATIENT CLINIC | |
| 60 - LPG MEMORY CARE | |||||
| 12600 CREEKSIDE LANE STE 7 | FORT MYERS | FL | 339193353 | OTHER OUTPATIENT CLINIC | |
| 61 - PEDIATRIC ENDOCRINOLOGY | |||||
| 414 CAPE CORAL PKWY E STE 103 | CAPE CORAL | FL | 339048522 | OTHER OUTPATIENT CLINIC | |
| 62 - LPG SLEEP MEDICINE PLANTATION | |||||
| 13601 PLANTATION ROAD | FORT MYERS | FL | 339124437 | OTHER OUTPATIENT CLINIC | |
| 63 - LPG SLEEP MEDICINE BHC | |||||
| 3501 HEALTH CENTER BLVD STE 1700 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 64 - LPG FAMILY MEDICINE BONITA BAY | |||||
| 26800 S TAMIAMI TRAIL STE 340 350 | BONITA SPRINGS | FL | 341344355 | OTHER OUTPATIENT CLINIC | |
| 65 - PEDS BEHAVIORAL HEALTH | |||||
| 3501 HEALTH CENTER BLVD STE 2190 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 66 - PEDS HEMATOLOGYONCOLOGY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 67 - LEE HEALTH SANIBEL PRIMARYWALK-IN | |||||
| 2495 PALM RIDGE RD | SANIBEL | FL | 339573201 | OTHER OUTPATIENT CLINIC | |
| 68 - GNCHC APPLIED BEHAVIOR ANALYSIS | |||||
| 3361 PINE RIDGE ROAD STE 105A | NAPLES | FL | 341092038 | OTHER OUTPATIENT CLINIC | |
| 69 - LPG FAMILY MEDICINE BABCOCK RANCH | |||||
| 42880 CRESCENT LOOP STE 110 | PUNTA GORDA | FL | 339825062 | OTHER OUTPATIENT CLINIC | |
| 70 - LPG ADULT MEDICAL HEMATOLOGY ONCOLOGY | |||||
| 3501 HEALTH CENTER BLVD STE 1119 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 71 - PEDIATRICS PRIMARY CARE HARBOR BLVD | |||||
| 2525 HARBOR BLVD STE 204 | PORT CHARLOTTE | FL | 339525342 | OTHER OUTPATIENT CLINIC | |
| 72 - PEDS BEHAVIORAL HEALTH | |||||
| 3415 LEE BLVD 3RD FLOOR | LEHIGH ACRES | FL | 339711576 | OTHER OUTPATIENT CLINIC | |
| 73 - PEDIATRIC ENDOCRINOLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 74 - PEDIATRIC ENDOCRINOLOGY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 75 - PEDIATRICS PRIMARY CARE FRANKLIN PARK | |||||
| 2330 HENDERSON AVE STE 200 | FORT MYERS | FL | 339164510 | OTHER OUTPATIENT CLINIC | |
| 76 - PEDS BEHAVIORAL HEALTH | |||||
| 2330 HENDERSON AVE STE 200 | FORT MYERS | FL | 339164510 | OTHER OUTPATIENT CLINIC | |
| 77 - LPG OCCUPATIONAL HEALTH | |||||
| LCC PAGE FIELD 4771 S CLEVELAND AVE | FORT MYERS | FL | 339071317 | OTHER OUTPATIENT CLINIC | |
| 78 - LPG OCCUPATIONAL HEALTH | |||||
| 1682 NE PINE ISLAND RD | CAPE CORAL | FL | 339091730 | OTHER OUTPATIENT CLINIC | |
| 79 - LPG PULMONOLOGY | |||||
| 708 DEL PRADO BLVD S STE 9 | CAPE CORAL | FL | 339902633 | OTHER OUTPATIENT CLINIC | |
| 80 - FRL SHELL POINT - DIAGNOSTICS | |||||
| 13880 SHELL POINT PLAZA STE 110 | FORT MYERS | FL | 33908 | OTHER OUTPATIENT CLINIC | |
| 81 - PEDIATRICS PRIMARY CARE BAYSHORE ROAD | |||||
| 22655 BAYSHORE RD STE 120 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 82 - PEDIATRIC CARDIOLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 83 - PEDIATRIC CARDIOLOGY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 84 - PEDS DEVELOPMENTAL-BEHAVIORAL | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 85 - PEDS DEVELOPMENTAL-BEHAVIORAL | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 86 - SURGICAL OPTIMIZATION | |||||
| 13685 DOCTORS WAY STE 170 | FORT MYERS | FL | 339124347 | OTHER OUTPATIENT CLINIC | |
| 87 - PEDIATRIC ENT | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 88 - PEDIATRIC ENT | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 89 - PEDIATRIC GASTROENTEROLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 90 - PEDIATRIC GASTROENTEROLOGY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 91 - PEDIATRIC NEUROLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 92 - PEDIATRIC NEUROLOGY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 93 - BREAST & PLASTIC RECONSTRUCTIVE SURGERY | |||||
| 8925 COLONIAL CENTER DR STE 1000 | FORT MYERS | FL | 339057816 | OTHER OUTPATIENT CLINIC | |
| 94 - GCHSWFL PEDIATRIC INFECTIOUS DISEASE | |||||
| 9671 GLADIOLUS DRIVE STE 109 | FORT MYERS | FL | 339087684 | OTHER OUTPATIENT CLINIC | |
| 95 - PEDIATRIC INFECTIOUS DISEASE | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 96 - PEDIATRIC INFECTIOUS DISEASE | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 97 - PEDS HEMATOLOGYONCOLOGY | |||||
| 3361 PINE RIDGE ROAD STE 103 | NAPLES | FL | 341093737 | OTHER OUTPATIENT CLINIC | |
| 98 - GCHSWFL COLLIER PEDIATRIC SPECIALTY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 99 - LEE HEALTH MOBILE UNIT | |||||
| 55 HOMESTEAD RD S | LEHIGH ACRES | FL | 33936 | OTHER OUTPATIENT CLINIC | |
| 100 - PEDIATRIC NEPHROLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 101 - PEDIATRIC NEPHROLOGY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 102 - PEDIATRIC SURGERY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 103 - PEDIATRIC SURGERY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 104 - PEDIATRIC UROLOGY | |||||
| 3361 PINE RIDGE ROAD STE 201 | NAPLES | FL | 341093938 | OTHER OUTPATIENT CLINIC | |
| 105 - PEDIATRIC UROLOGY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
| 106 - BEHAVIORAL HEALTH OUTREACH | |||||
| 6630 ORION DRIVE SUITE 201 | FORT MYERS | FL | 339124440 | OTHER OUTPATIENT CLINIC | |
| 107 - SURGERY CENTER - METRO ASC | |||||
| 6201 ALLIANCE LANE | FORT MYERS | FL | 33912 | OTHER OUTPATIENT CLINIC | |
| 108 - SURGERY CENTER - UROLOGY ASC | |||||
| 12631 WHITEHALL DR | FORT MYERS | FL | 33908 | OTHER OUTPATIENT CLINIC | |
| 109 - OBSTETRICS & GYNECOLOGY | |||||
| 615 WILLIAMS AVE UNIT 201 | LEHIGH ACRES | FL | 339727954 | OTHER OUTPATIENT CLINIC | |
| 110 - ADOLESCENT & YOUNG ADULT MEDICINE | |||||
| 9671 GLADIOLUS DRIVE STE 109 | FORT MYERS | FL | 339087684 | OTHER OUTPATIENT CLINIC | |
| 111 - LPG FAMILY MEDICINE NORTH NAPLES | |||||
| 2515 NORTHBROOKE PLAZA DR STE 200 | NAPLES | FL | 341198088 | OTHER OUTPATIENT CLINIC | |
| 112 - HEART INSTITUTE AT BIMINI SQUARE | |||||
| 414 CAPE CORAL PKWY E STE 201 | CAPE CORAL | FL | 339048522 | OTHER OUTPATIENT CLINIC | |
| 113 - LPG COMPREHENSIVE BREAST ONCOLOGY CLINIC | |||||
| 8925 COLONIAL CENTER DR STE 1000 | FORT MYERS | FL | 339057816 | OTHER OUTPATIENT CLINIC | |
| 114 - FRL BIMINI PROJECT | |||||
| 414 CAPE CORAL PKWY E STE 102 | CAPE CORAL | FL | 339048522 | OTHER OUTPATIENT CLINIC | |
| 115 - OBGYN RESIDENCY PROGRAM | |||||
| 1138 COUNRTY CLUB BLVD | CAPE CORAL | FL | 339903027 | OTHER OUTPATIENT CLINIC | |
| 116 - LPG CONVENIENT CARE SOUTH CAPE | |||||
| 507 CAPE CORAL PARKWAY E | CAPE CORAL | FL | 339048545 | OTHER OUTPATIENT CLINIC | |
| 117 - BEHAVIORAL HEALTH CTR BONITA HEALTH CTR | |||||
| 3501 HEALTH CENTER BLVD SUITE 2120 | ESTERO | FL | 341358133 | OTHER OUTPATIENT CLINIC | |
| 118 - PEDIATRICS PRIMARY CARE BIMINI SQUARE | |||||
| 414 CAPE CORAL PKWY E STE 103 | CAPE CORAL | FL | 339048522 | OTHER OUTPATIENT CLINIC | |
| 119 - PEDS DEVELOPMENTAL-BEHAVIORAL | |||||
| 2500 GOODLETTE FRANK ROAD SUITE 200 | NAPLES | FL | 341034607 | OTHER OUTPATIENT CLINIC | |
| 120 - PEDS BEHAVIORAL HEALTH | |||||
| 414 CAPE CORAL PKWY E STE 104 | CAPE CORAL | FL | 339048522 | OTHER OUTPATIENT CLINIC | |
| 121 - PEDIATRIC BEHAVIORAL HEALTH NAPLES | |||||
| 2500 GOODLETTE FRANK ROAD SUITE 200 | NAPLES | FL | 341034607 | OTHER OUTPATIENT CLINIC | |
| 122 - GCHSWFL CHARLOTTE COUNTY | |||||
| 22655 BAYSHORE ROAD STE 110 | PORT CHARLOTTE | FL | 339802005 | OTHER OUTPATIENT CLINIC | |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | THE ORGANIZATION PROVIDES AN UNINSURED DISCOUNT THAT IS AUTOMATICALLY APPLIED TO SELF-PAY PATIENTS. ELIGIBILITY IS BASED SOLELY ON UNINSURED STATUS, AND NO INCOME VERIFICATION, FEDERAL POVERTY GUIDELINES (FPG), OR ASSET TESTING IS USED. |
| PART I, LINE 7, COLUMN (F): | THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 314,979,462. |
| PART I, LINE 7: | THE AMOUNTS REPORTED ON SCHEDULE H, PART I, LINE 7 WERE CALCULATED BY APPLYING THE ORGANIZATION'S OVERALL COST-TO-CHARGE RATIO TO THE RELATED CHARITY CARE CHARGES. THE OVERALL COST-TO-CHARGE RATIO WAS DERIVED BY DIVIDING TOTAL OPERATING EXPENSES BY TOTAL OPERATING REVENUE, AS REFLECTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THIS METHODOLOGY IS INTENDED TO ESTIMATE THE COST OF PROVIDING CHARITY CARE BY CONVERTING GROSS CHARGES TO AN ESTIMATED COST. THE ORGANIZATION DID NOT USE A PATIENT-LEVEL COST ACCOUNTING SYSTEM TO CALCULATE THESE AMOUNTS. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | AS A HEALTH SYSTEM, WE PROVIDE ONGOING OPPORTUNITIES TO SUPPORT THE COMMUNITY THROUGH PARTICIPATION IN COMMUNITY FORUMS, THE PROVISION OF RESOURCES, AND THE RECRUITMENT AND DEVELOPMENT OF THE LOCAL WORKFORCE. THESE EFFORTS INCLUDE ENGAGEMENT IN LOCAL SCHOOLS TO PROMOTE STEM CAREERS, PARTICIPATION IN COMMUNITY EVENTS TO INCREASE AWARENESS OF EMPLOYMENT OPPORTUNITIES, AND PARTNERSHIPS WITH LOCAL COLLEGES AND UNIVERSITIES TO SUPPORT FELLOWSHIPS AND INTERNSHIPS THAT STRENGTHEN WORKFORCE DEVELOPMENT. |
| PART III, LINE 2: | BAD DEBT EXPENSE IS ESTIMATED USING HISTORICAL COLLECTION EXPERIENCE AND RECORDED FOR ACCOUNTS DEEMED UNCOLLECTIBLE AFTER REASONABLE COLLECTION EFFORTS.THE ORGANIZATION USES A MODEL FROM KODIAK SOLUTIONS THAT APPLIES HISTORICAL TRENDING BY AGING, BALANCE SIZE, AND BILLED STATUS, WITH THRESHOLDS TO ENSURE RELEVANT DATA. |
| PART III, LINE 3: | THE ORGANIZATION ESTIMATES BAD DEBT ATTRIBUTABLE TO LIKELY FAPELIGIBLE PATIENTS BY APPLYING ITS HISTORICAL FAP APPROVAL RATE TO BAD DEBT ACCOUNTS REMAINING AFTER THE AUTOMATIC UNINSURED DISCOUNT. THE HISTORICAL APPROVAL RATE SERVES AS A PROXY FOR PATIENTS WHO DID NOT COMPLETE THE FAP PROCESS BUT LIKELY WOULD HAVE QUALIFIED. THEREFORE, NO ESTIMATE IS MADE FOR BAD DEBT ATTRIBUTED TO FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. |
| PART III, LINE 4: | GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE SYSTEM ALSO PROVIDES SERVICES TO UNINSURED PATIENTS AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT FROM STANDARD CHARGES. THE SYSTEM ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FROM THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. IMPLICIT PRICE CONCESSIONS RELATE PRIMARILY TO AMOUNTS DUE DIRECTLY FROM PATIENTS. ESTIMATED PRICE CONCESSIONS ARE RECORDED FOR ALL UNINSURED ACCOUNTS, REGARDLESS OF THE AGE OF THOSE ACCOUNTS. ACCOUNTS ARE WRITTEN OFF WHEN ALL REASONABLE INTERNAL AND EXTERNAL COLLECTION EFFORTS HAVE BEEN MADE. THERE HAVE BEEN NO SIGNIFICANT CHANGES IN THE CURRENT PERIOD TO THE UNDERLYING ASSUMPTIONS USED BY THE SYSTEM TO ESTIMATE THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. SIGNIFICANT CHANGES IN PAYOR MIX, ECONOMIC CONDITIONS OR TRENDS IN FEDERAL AND STATE GOVERNMENTAL HEALTHCARE COVERAGE COULD AFFECT THE NATURE, AMOUNT, TIMING AND UNCERTAINTY OF THESE REVENUES AND CASH FLOWS. ADJUSTMENTS TO PREVIOUS REIMBURSEMENT ESTIMATES ARE REPORTED IN NET PATIENT SERVICE REVENUES IN THE PERIODS THAT SUCH ADJUSTMENTS BECOME KNOWN. FOR THE 11-MONTH PERIOD ENDED SEPTEMBER 30, 2025, THE IMPACT OF CHANGES TO PREVIOUS TRANSACTION PRICE ESTIMATES WAS CONSIDERED IMMATERIAL TO THE CURRENT PERIOD. |
| PART III, LINE 8: | THE COSTING METHODOLOGY IS BASED ON A COST-TO-CHARGE RATIO (CCR) CALCULATED USING SYSTEM-WIDE FINANCIAL DATA. SPECIFICALLY, TOTAL SYSTEM EXPENSES ARE DIVIDED BY TOTAL SYSTEM REVENUE AS REPORTED IN THE FINANCIAL STATEMENTS. THIS CCR IS THEN APPLIED CONSISTENTLY IN THE COMPUTATION OF FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS AND ALIGNS WITH THE METHODOLOGY USED IN THE COMMUNITY BENEFIT REPORT. THE ORGANIZATION CALCULATES MEDICARE SHORTFALL AS THE DIFFERENCE BETWEEN MEDICARE ALLOWABLE COSTS AND MEDICARE REIMBURSEMENT. ALTHOUGH THIS INFORMATION IS REPORTED IN SCHEDULE H, THE ORGANIZATION DOES NOT INCLUDE MEDICARE SHORTFALL AS COMMUNITY BENEFIT IN PART I, LINE 7 BECAUSE MEDICARE SERVICES ARE PROVIDED PURSUANT TO A GOVERNMENT INSURANCE PROGRAM AND ARE NOT CONSIDERED CHARITY CARE UNDER THE ORGANIZATION'S COMMUNITY BENEFIT REPORTING METHODOLOGY. |
| PART III, LINE 9B: | COLLECTION ACTIVITIES WILL BE SUSPENDED IF THE PATIENT IS FOUND TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE. |
| PART III, SECTION A, LINE 1: | THE AMOUNT REPORTED ON SCHEDULE H, PART III, SECTION A, LINE 1 REPRESENTS THE ORGANIZATION'S GROSS BAD DEBT EXPENSE AS RECORDED IN THE AUDITED FINANCIAL STATEMENTS (INCOME STATEMENT) FOR THE FISCAL YEAR. THIS AMOUNT REFLECTS CHARGES RELATED TO PATIENT ACCOUNTS THAT WERE DETERMINED TO BE UNCOLLECTIBLE AND WRITTEN OFF IN ACCORDANCE WITH THE ORGANIZATION'S ESTABLISHED ACCOUNTING POLICIES AND APPLICABLE FINANCIAL REPORTING STANDARDS. THE REPORTED AMOUNT IS PRESENTED ON A GROSS BASIS AS REFLECTED IN THE INCOME STATEMENT AND HAS NOT BEEN ADJUSTED USING THE ORGANIZATION'S COST-TO-CHARGE RATIO, UNLESS OTHERWISE REQUIRED FOR A SPECIFIC SCHEDULE H CALCULATION. |
| PART VI, LINE 2: | IN ADDITION TO FORMAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS), LEE HEALTH REGULARLY GATHERS REAL-TIME FEEDBACK FROM COMMUNITY MEMBERS THROUGH SURVEYS CONDUCTED AT COMMUNITY EVENTS, OUTREACH ACTIVITIES, AND HEALTH EDUCATION SESSIONS. THESE SURVEYS ARE DESIGNED TO BETTER UNDERSTAND EVOLVING HEALTH NEEDS, IDENTIFY BARRIERS TO CARE, AND ASSESS HOW COMMUNITY MEMBERS PERCEIVE LEE HEALTH'S ROLE IN SUPPORTING THEIR HEALTH AND WELL-BEING.THIS ONGOING ENGAGEMENT ALLOWS LEE HEALTH TO CAPTURE DIVERSE PERSPECTIVES, PARTICULARLY FROM UNDERSERVED AND HARD-TO-REACH POPULATIONS, AND TO EVALUATE THE EFFECTIVENESS AND ACCESSIBILITY OF ITS PROGRAMS AND SERVICES. INSIGHTS GATHERED ARE USED TO INFORM PROGRAM DEVELOPMENT, ENHANCE COMMUNITY PARTNERSHIPS, AND ENSURE THAT INITIATIVES REMAIN RESPONSIVE, RELEVANT, AND ALIGNED WITH COMMUNITY PRIORITIES. |
| PART VI, LINE 3: | LEE HEALTH INFORMS AND EDUCATES PATIENTS ABOUT FINANCIAL ASSISTANCE AND ELIGIBILITY FOR FEDERAL, STATE, AND LOCAL PROGRAMS THROUGH MULTIPLE CHANNELS. FINANCIAL ASSISTANCE INFORMATION IS POSTED AT ALL POINTS OF REGISTRATION ACROSS LEE HEALTH FACILITIES, ENSURING THAT PATIENTS SEE IT DURING THE INTAKE PROCESS. THE ORGANIZATION ALSO PROVIDES DETAILED INFORMATION ON ITS WEBSITE'S BILLING PAGE, INCLUDING ELIGIBILITY CRITERIA AND INSTRUCTIONS ON HOW TO APPLY FOR ASSISTANCE. IN ADDITION, EVERY PATIENT BILLING STATEMENT INCLUDES INFORMATION ON HOW TO APPLY FOR FINANCIAL ASSISTANCE AND HOW TO REQUEST HELP. THESE COMBINED METHODS ENSURE THAT PATIENTS AND GUARANTORS ARE CONSISTENTLY INFORMED ABOUT AVAILABLE ASSISTANCE OPTIONS. |
| PART VI, LINE 4: | LEE HEALTH SERVES A GROWING, DIVERSE POPULATION OF MORE THAN 850,000 RESIDENTS IN SOUTHWEST FLORIDA, PRIMARILY IN LEE COUNTY, INCLUDING FORT MYERS, CAPE CORAL, ESTERO, BONITA SPRINGS AND SURROUNDING AREAS, INCLUDING CLINICS IN NAPLES AND PORT CHARLOTTE. SEASONAL RESIDENTS AND TOURISTS SIGNIFICANTLY INCREASE THE POPULATION THROUGHOUT THE YEAR.ACCORDING TO THE 2020 U.S. CENSUS, LEE COUNTY'S POPULATION IS 17.7% CHILDREN (017), 53.9% ADULTS (1864) AND 28.4% SENIORS (65+), A HIGHER PROPORTION OF OLDER ADULTS THAN STATE AND NATIONAL AVERAGESMAKING SENIOR CARE A PRIORITY. THE POPULATION IS 78% WHITE AND 8.1% BLACK OR AFRICAN AMERICAN. A TOTAL OF 22.6% OF LEE COUNTY RESIDENTS IDENTIFY AS HISPANIC OR LATINO, EMPHASIZING THE NEED FOR LANGUAGE ACCESS AND CULTURAL COMPETENCY. LEE HEALTH IS THE COUNTY'S LARGEST EMPLOYER, FOLLOWED BY THE SCHOOL DISTRICT OF LEE COUNTY, LEE COUNTY GOVERNMENT, PUBLIX SUPER MARKETS AND CHICO'S FAS. |
| PART VI, LINE 5: | LEE HEALTH'S HOSPITAL AND CARE DELIVERY SYSTEM IS STRUCTURED TO ADVANCE ITS NONPROFIT MISSION BY IMPROVING ACCESS, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, AND REINVESTING RESOURCES INTO COMMUNITY BENEFIT INITIATIVES.AS A PUBLIC, NOT-FOR-PROFIT HEALTH SYSTEM, LEE HEALTH PARTNERS WITH PHYSICIANS, COMMUNITY ORGANIZATIONS, AND ACADEMIC INSTITUTIONS TO ENSURE CARE DELIVERY IS COLLABORATIVE AND RESPONSIVE TO COMMUNITY NEEDS. SURPLUS FUNDS ARE REINVESTED INTO PROGRAMS THAT EXPAND ACCESS AND PREVENTION EFFORTS, PARTICULARLY IN HIGH-NEED AREAS.KEY INITIATIVES DEMONSTRATE THIS COMMITMENT. THE COMMUNITY PARTNERSHIP SCHOOLS (CPS) PROGRAM INTEGRATES HEALTHCARE, EDUCATION, AND SOCIAL SERVICES, INCLUDING THE GOLISANO PEDIATRIC CLINIC AT FRANKLIN PARK ELEMENTARY SCHOOL, WHICH PROVIDES SCHOOL-BASED CARE TO CHILDREN AND FAMILIES. KIDS' MINDS MATTER EXPANDS ACCESS TO PEDIATRIC MENTAL AND BEHAVIORAL HEALTH SERVICES THROUGH COMMUNITY PARTNERSHIPS AND EARLY INTERVENTION EFFORTS. THE HEALTHY LIFE CENTER FURTHER SUPPORTS COMMUNITY HEALTH THROUGH PROGRAMS FOCUSED ON CHRONIC DISEASE PREVENTION, NUTRITION, AND OVERALL WELLNESS.LEE HEALTH'S FACILITIES AND SERVICES ARE GUIDED BY ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), ENSURING ALIGNMENT WITH PRIORITY NEEDS SUCH AS ACCESS TO CARE, BEHAVIORAL HEALTH, AND CHRONIC DISEASE PREVENTION. COLLECTIVELY, THESE EFFORTS POSITION LEE HEALTH'S FACILITIES AS KEY DRIVERS OF COMMUNITY HEALTH AND WELL-BEING. |
| PART VI, LINE 6: | AS PART OF THE LEE HEALTH SYSTEM, THE ORGANIZATION PROVIDES DIRECT PATIENT CARE WHILE LEE HEALTH AND ITS AFFILIATES SUPPORT COMMUNITY HEALTH THROUGH SHARED GOVERNANCE, COORDINATED PROGRAMS, AND SYSTEMWIDE INITIATIVES THAT IMPROVE ACCESS, PREVENTION, AND WELLNESS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| RONALD MCDONALD HOUSE OF SW FL | ||||||||
| 16100 ROSERUSH CT | FORT MYERS | FL | 33908 | 113704163 | 501(C)(3) | $23,000 | $0 | PEDIATRIC SUPOPRT; 29TH ANNUAL STORYBOOK BALL- LOTS OF LOVE DONATION |
| AMERICAN CANCER SOCIETY | ||||||||
| 5020 TAMIAMI TRAIL N | NAPLES | FL | 34103 | 131788491 | 501(C)(3) | $12,000 | $0 | CANCER SUPPORT |
| MARCH OF DIMES INC | ||||||||
| PO BOX 5141 | BOONE | IA | 50950 | 131846366 | 501(C)(3) | $10,000 | $0 | PEDIATRIC SUPOPRT |
| AMERICAN HEART ASSN | ||||||||
| 9200 ESTERO PARK COMMONS | ESTERO | FL | 33928 | 135613797 | 501(C)(3) | $140,000 | $0 | HEALTHCARE RELATED & COMMUNITY SUPPORT |
| CANCER ALLIANCE NETWORK INC | ||||||||
| 3384 WOODS EDGE CIRCLE | BONITA SPRINGS | FL | 34134 | 223879709 | 501(C)(3) | $20,000 | $0 | CANCER SUPPORT |
| IMAGINE SOLUTIONS CONFERENCE | ||||||||
| 29130 BRENDISI WAY | NAPLES | FL | 34110 | 261092889 | 501(C)(3) | $34,650 | $0 | EDUCATION |
| BONITA BAY CLUB | ||||||||
| 26660 COUNTRY CLUB DR | BONITA SPRINGS | FL | 34134 | 270155624 | 501(C)(7) | $10,000 | $0 | CANCER SUPPORT |
| INTERSPORT INC | ||||||||
| 303 E WACKER | CHICAGO | IL | 60601 | 363382136 | $10,000 | $0 | COMMUNITY VISIBILITY | |
| VISUALITY INC | ||||||||
| 2506 2ND ST | FORT MYERS | FL | 33901 | 452399065 | 501(C)(3) | $10,000 | $0 | LGBTQ+ YOUTH PROGRAM |
| WASSERMAN EVENTS | ||||||||
| 10900 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | 463581388 | $8,750 | $0 | COMMUNITY VISIBILITY | |
| VALERIE'S HOUSE | ||||||||
| PO BOX 1955 | FORT MYERS | FL | 33902 | 473701240 | 501(C)(3) | $10,000 | $0 | HEALTHCARE RELATED |
| UNITED WAY OF LEE HENDRY AND GLADES | ||||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | 591005169 | 501(C)(3) | $145,000 | $0 | LEE HEALTH EAP, HURRICANE HELENE RELIEF |
| THE BOYS AND GIRLS CLUBS OF LEE COUNTY | ||||||||
| 13499 S CLEVELAND AVE | FORT MYERS | FL | 33907 | 592013870 | 501(C)(3) | $13,550 | $0 | COMMUNITY SUPPORT, JAMES STEPHEN ADOPT A CLUB |
| HOPE HOSPICE AND COMMUNITY SERVICES INC | ||||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | 592128697 | 501(C)(3) | $159,887 | $0 | UNRESTRICTED GIFT/DONATION |
| MAKE A WISH FOUNDATION | ||||||||
| 3655 BONITA BEACH RD SUITE 3 | BONITA SPRINGS | FL | 34134 | 592620322 | 501(C)(3) | $6,000 | $0 | PEDIATRIC SUPOPRT |
| THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC | ||||||||
| PO BOX 1608 | FORT MYERS | FL | 33902 | 592637849 | 501(C)(3) | $30,000 | $0 | EDUCATION |
| COLLABORATORY | ||||||||
| 2031 JACKSON STREET 100 | FORT MYERS | FL | 33901 | 596580974 | 501(C)(3) | $447,785 | $0 | (3) 4-YEAR RENEWABLE $20K SCHOLARSHIP REWARDS |
| PREMIER MOBILE HEALTH SERVICES | ||||||||
| 10676 COLONIAL BLVD SUITE 20 | FORT MYERS | FL | 33913 | 825372657 | 501(C)(3) | $100,000 | $0 | MOBILE UNIT ACTIVITIES- SEP & OCT 2024 |
| THE BOLD FOUNDATION INC | ||||||||
| 1580 N LOGAN ST STE 600 PMB 18696 | DENVER | CO | 802034409 | 842719715 | 501(C)(3) | $47,000 | $0 | KIDS' MINDS MATTER: SOUTH FLORIDA CONTINUED EDUCATION SCHOLARSHIP |
| PROPERTIES WITH PURPOSE INC | ||||||||
| 10900 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | 920342302 | 501(C)(3) | $12,000 | $0 | COMMUNITY VISIBILITY |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||||||||
| 4211 METRO PARKWAY | FORT MYERS | FL | 33916 | 650645343 | 501(C)(3) | $4,366,204 | $0 | REIMBURSE OPERATIONAL EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AIN SCHOLARSHIPS | 12 | $96,320 |
| LEE HEALTH EDUCATION AWARD | 194 | $252,140 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LEE HEALTH MAINTAINS RECORDS FOR ALL SPONSORSHIPS INTERNALLY. ELIGIBILITY CRITERIA FOR SUPPORT CAN BE FOUND ON OUR WEBSITE (HTTPS://WWW.LEEHEALTH.ORG/ABOUT-US/COMMUNITY-HEALTH-AND-IMPACT/SPONSORSHIP . COMMUNITY AFFAIRS MEETS ON A BI-WEEKLY BASIS TO REVIEW SPONSORSHIP REQUESTS FOR THE SYSTEM AND DETERMINE LEVEL OF SUPPORT BASED ON ALIGNMENT WITH THE SYSTEM PRIORITIES, COMMUNITY NEEDS AND FUNDS AVAILABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE ANTONUCCI | ||||||||||||||
| PRESIDENT/CEO AND DIRECTOR (EX-OFFIC | $214,779 | $0 | $476,174 | $0 | $5,417 | $0 | $8,140 | $0 | $5,124 | $0 | $709,634 | $0 | $0 | $0 |
| DONALD MOYER | ||||||||||||||
| NEUROSURGEON II | $210,436 | $0 | $367,137 | $0 | $899 | $0 | $0 | $0 | $5,527 | $0 | $583,999 | $0 | $0 | $0 |
| IAHN GONSENHAUSER | ||||||||||||||
| CHIEF MEDICAL OFFICER | $116,138 | $0 | $368,622 | $0 | $283 | $0 | $5,877 | $0 | $5,550 | $0 | $496,470 | $0 | $0 | $0 |
| SCOTT NYGAARD | ||||||||||||||
| CHIEF OPERATING OFFICER | $139,363 | $0 | $258,084 | $0 | $1,351 | $0 | $0 | $0 | $5,934 | $0 | $404,732 | $0 | $0 | $0 |
| WESLEY FAUNCE | ||||||||||||||
| NEUROSURGEON II | $249,501 | $0 | $136,919 | $0 | $75 | $0 | $0 | $0 | $3,816 | $0 | $390,311 | $0 | $0 | $0 |
| BENJAMIN SPENCE | ||||||||||||||
| CFO & COO | $127,135 | $0 | $234,568 | $0 | $173 | $0 | $3,207 | $0 | $3,997 | $0 | $369,080 | $0 | $0 | $0 |
| MURALI MUPPALA | ||||||||||||||
| OFFICE PHYSICIAN | $280,025 | $0 | $43,890 | $0 | $1,527 | $0 | $0 | $0 | $690 | $0 | $326,132 | $0 | $0 | $0 |
| THOMAS HUNT | ||||||||||||||
| CHIEF PHYSICIAN EXEC - MUSCULOSKELET | $118,982 | $0 | $176,403 | $0 | $173 | $0 | $9,384 | $0 | $5,785 | $0 | $310,727 | $0 | $0 | $0 |
| MALISSA WOOD | ||||||||||||||
| CHIEF PHYSICIAN EXEC HEART AND VASCU | $110,045 | $0 | $162,228 | $0 | $899 | $0 | $5,512 | $0 | $2,303 | $0 | $280,987 | $0 | $0 | $0 |
| KRISTINE FAY | ||||||||||||||
| CHIEF ADMIN OFFICER - LPG AND AMBULA | $90,466 | $0 | $166,228 | $0 | $1,098 | $0 | $0 | $0 | $1,870 | $0 | $259,662 | $0 | $0 | $0 |
| MICHAEL WUKITSCH | ||||||||||||||
| CHIEF PEOPLE OFFICER | $80,940 | $0 | $150,600 | $0 | $646 | $0 | $4,000 | $0 | $5,574 | $0 | $241,760 | $0 | $0 | $0 |
| JOHN SCHOOLER | ||||||||||||||
| CHIEF INFORMATION OFFICER | $79,192 | $0 | $147,780 | $0 | $1,570 | $0 | $4,668 | $0 | $4,090 | $0 | $237,300 | $0 | $0 | $0 |
| JENNIFER HIGGINS | ||||||||||||||
| CHIEF NURSING OFFICER | $62,618 | $0 | $115,423 | $0 | $173 | $0 | $2,724 | $0 | $2,976 | $0 | $183,914 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | TO RETAIN AND REWARD SELECTED LEADERSHIP, THE LEE HEALTH SYSTEM, INC. MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE SERP PROVIDES ELIGIBLE PARTICIPANTS WITH SUPPLEMENTAL RETIREMENT BENEFITS. ADDITIONALLY, SERP ACCOUNTS ARE CREDITED WITH EARNINGS EQUAL TO THE US TREASURY YIELD CURVE RATE ("CONSTANT MATURITY TREASURY" RATE) FOR A TEN (10) YEAR US TREASURY SECURITY, PLUS ONE PERCENT (1%), UNTIL THE CONTRIBUTION AND EARNINGS HAVE BEEN FULLY DISTRIBUTED. BENEFITS ARE VESTED THREE YEARS FROM THE YEAR AWARDED. THE PLAN IS AN UNFUNDED PLAN ESTABLISHED AND MAINTAINED FOR THE PRIMARY PURPOSE OF PROVIDING DEFERRED COMPENSATION BENEFITS FOR EMPLOYEES WHO SUBSTANTIALLY CONTRIBUTE TO THE SUCCESS OF THE ORGANIZATION. EMPLOYER CONTRIBUTIONS AND PARTICIPANT ELIGIBILITY ARE COMPLETELY DISCRETIONARY. THE PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS INTENDED TO COMPLY WITH SECTIONS 457(F) AND 409A OF THE CODE. |
| PART I, LINE 5 | LEE HEALTH MAINTAINS A SHORT-TERM INCENTIVE PLAN (STIP) THAT PROVIDES ELIGIBLE EMPLOYEES WITH THE OPPORTUNITY TO EARN INCENTIVE COMPENSATION TIED TO ACHIEVEMENT OF ORGANIZATIONAL PERFORMANCE GOALS. INCENTIVE AWARDS ARE BASED ON PREDEFINED OPERATIONAL, QUALITY, PATIENT EXPERIENCE, WORKFORCE, GROWTH, AND FINANCIAL METRICS, AND ARE PAYABLE ONLY IF SPECIFIED PERFORMANCE THRESHOLDS AND OVERALL FINANCIAL REQUIREMENTS ARE MET. |
| EXECUTIVE COMPENSATION | EXECUTIVE COMPENSATION, INCLUDING THAT OF THE TOP MANAGEMENT OFFICIAL OF LEE MEMORIAL HEALTH SYSTEM FOUNDATION, INC. (LEE HEALTH FOUNDATION) IS SET BY THE BOARD OF DIRECTORS OF LEE HEALTH SYSTEM, INC. (LEE HEALTH), THE SOLE MEMBER OF LEE HEALTH FOUNDATION. IN DETERMINING REASONABLE COMPENSATION, THE BOARD RELIES ON APPROPRIATE AND RELIABLE COMPARABILITY DATA, WHICH MAY INCLUDE COMPENSATION BENCHMARKS FROM SIMILARLY SITUATED ORGANIZATIONS, TO ENSURE THAT THE COMPENSATION IS FAIR, REASONABLE, AND CONSISTENT WITH MARKET PRACTICES. THE BOARD'S REVIEW PROCESS IS INDEPENDENT, AND THE RATIONALE FOR THE APPROVED COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD OR COMMITTEE MEETING MINUTES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 591793462 | 52350LAR1 | 2024-10-31 | $678,319,909 | SEE PART VI | 0 | 0 | 0 |
| LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 591793462 | 52350LAW0 | 2024-12-05 | $143,945,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $30,076,763 | $678,319,909 | $678,319,909 | 2024 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $143,945,000 | 0 | Yes (1) | Yes (1) | Yes (1) | $143,945,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.01000 | 0.00100 | 0.01100 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.01000 | 0.00100 | 0.01100 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE A, COLUMN (F): | ACQUISITION OF ASSETS OF LEE MEMORIAL HEALTH SYSTEM (TAX TREATMENT DETERMINED UNDER REGULATIONS SECTION 1.150-1(D)(2)(II)). |
| PART I, LINE B, COLUMN (F): | REFUNDING OF TAXABLE DEBT ISSUED 10/31/2024. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE ALLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF DANE ALLEN, DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $134,613 | TransactionAmt |
| Transaction | COMPENSATION RELATED TO STEPHANIE ALLEN'S EMPLOYMENT AS DIVISION DIRECTOR OF LEE HEALTH SYSTEM, INC. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WILL BE REVIEWED AND COMMENTED UPON BY THE BOARD OF DIRECTORS IN A MEETING IN THE MONTH PRECEDING THE FILING DEADLINE. FOLLOWING THIS MEETING, FORM 990 WILL BE MADE AVAILABLE VIA THE BOARD PORTAL FOR THEIR REVIEW AND COMMENT. ADDITIONALLY, FORM 990 HAS BEEN REVIEWED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. |
| FORM 990, PART VI, SECTION B, LINE 12C | LEE HEALTH SYSTEM, INC REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT-OF-INTEREST POLICY. FOR EMPLOYEES AND BOARD MEMBERS, EACH CONFLICT OF INTEREST IS ASSESSED INTO ONE OF THREE TIER LEVELS. AT THE LOWEST RISK TIER LEVEL, CONFLICTS ARE CLASSIFIED AS MONITORED, MEANING NO MITIGATION PLANS ARE REQUIRED UNLESS CIRCUMSTANCES CHANGE. AT THE MIDDLE TIER LEVEL, CONFLICTS RESULT IN ACTION PLANS REQUIRING RESTRICTED INVOLVEMENT OF THE CONFLICTED PARTY. AT THE HIGHEST TIER, ACTION PLANS REQUIRE REMOVAL OR RECUSAL OF THE CONFLICTED PARTY RELATED TO ANY ACTIVITIES RELATED TO THE DISCLOSURE OR CONFLICT. THE CONFLICTS ARE TIERED BY THE COMPLIANCE OPERATIONS TEAM AND REPORTED TO EITHER THE AUDIT AND COMPLIANCE COMMITTEE OF THE LHS BOARD OF DIRECTORS OR TO THE EXECUTIVE COMPLIANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL IS SET BY THE BOARD OF DIRECTORS OF LEE HEALTH SYSTEM, INC. (LEE HEALTH). IN DETERMINING REASONABLE COMPENSATION, THE BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT AND RELIES ON APPROPRIATE AND RELIABLE COMPARABILITY DATA, WHICH INCLUDES COMPENSATION BENCHMARKS FROM SIMILARLY SITUATED ORGANIZATIONS, TO ENSURE THAT THE COMPENSATION IS FAIR, REASONABLE, AND CONSISTENT WITH MARKET PRACTICES. THE BOARD'S REVIEW PROCESS IS INDEPENDENT, AND THE RATIONALE FOR THE APPROVED COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD AND COMMITTEE MEETING MINUTES. DURING THE TAX YEAR THE BOARD OF DIRECTORS OF LEE HEALTH CREATED AN EXECUTIVE COMPENSATION COMMITTEE TO ASSIST THE BOARD WITH ITS OVERSIGHT RESPONSIBILITIES AND THE PROCESS AS DESCRIBED ABOVE FOR THE TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS ARE GENERALLY MADE AVAILABLE TO THE PUBLIC, BUT CAN BE FURNISHED UPON REQUEST. |
| FORM 990, PART VII - REPORTING PERIOD | THE COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J REPRESENTS COMPENSATION FOR THE PERIOD NOVEMBER 1, 2024 THROUGH DECEMBER 31, 2024. AS A RESULT OF THE CONVERSION TRANSACTION (SUMMARIZED IN THE NARRATIVE FOR FORM 990, PART VIII PART XI), ASSETS WERE TRANSFERRED INTO LEE HEALTH SYSTEM, INC. ON NOVEMBER 1, 2024, AT WHICH POINT THE OPERATIONS OF THE ORGANIZATION BEGAN. |
| FORM 990, PARTS VIII-XI, REPORTING PERIOD | LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED INTO CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024, WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS. THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). THE SYSTEM'S FISCAL YEAR END IS SEPTEMBER 30. DUE TO THE CONVERSION TRANSACTION ON NOVEMBER 1, 2024, THE CONSOLIDATED FINANCIAL STATEMENTS PRESENT THE RESULTS OF OPERATIONS FOR THE 11-MONTH PERIOD BEGINNING NOVEMBER 1, 2024 AND ENDING SEPTEMBER 30, 2025. MANAGEMENT DETERMINED A PRESENTATION OF COMPARATIVE PERIODS WOULD NOT BE MEANINGFUL DUE TO THE SIGNIFICANT CHANGE IN REPORTING ENTITY BASIS OF ACCOUNTING. REFERENCES HEREIN TO "SYSTEM" REFER TO LMHS WITH RESPECT TO ACTIONS OR OTHER MATTERS OCCURRING PRIOR TO NOVEMBER 1, 2024, AND TO LHS WITH RESPECT TO ACTIONS OR OTHER MATTERS OCCURRING ON OR AFTER NOVEMBER 1, 2024. FORM 990, PARTS VIII, IX, X, AND XI ARE SIMILARLY PRESENTED TO REPRESENT THE PERIOD FROM NOVEMBER 1, 2024 THROUGH SEPTEMBER 30, 2025. PART X, COLUMN (A) FOR THE BEGINNING OF THE YEAR AMOUNTS IS PRESENTED AS $0, AS ALL ASSETS WERE TRANSFERRED INTO LHS ON NOVEMBER 1, 2024. |
| FORM 990, PART XI, LINE 9: | CONTRIBUTION OF NET ASSETS FROM LEE MEMORIAL HEALTH SYSTEM 2,801,582,050. DISTRIBUTIONS TO MINORITY INTERESTS -2,256,449. CHANGE IN DEFINED BENEFIT PLAN -1,957,728. |
| FORM 990, PART XII, LINE 1: | N/A |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BEST CARE ASSURANCE LLC | |||||||||
| 6630 ORION DR SUITE 205 | FORT MYERS | FL | 33912 | 821945488 | HEALTH INSURANCE | FL | $0 | $28,646,721 | LEE HEALTH SYSTEM INC |
| BEST CARE COLLABORATIVE LLC | |||||||||
| 6630 ORION DR SUITE 205 | FORT MYERS | FL | 33912 | 821519388 | HEALTHCARE MANAGEMENT SERVICES | FL | $5,249,868 | $7,361,248 | LEE HEALTH SYSTEM INC |
| CB MEDICAL NORTH LLC | |||||||||
| 2780 CLEVELAND AVE MOC 459 | FORT MYERS | FL | 33901 | 260125505 | MEDICAL SERVICES REAL ESTATE | FL | $0 | $19,677,883 | LEE HEALTH SYSTEM INC |
| CB MEDICAL SOUTH LLC | |||||||||
| 2780 CLEVELAND AVE MOC 459 | FORT MYERS | FL | 33901 | 260125506 | MEDICAL SERVICES REAL ESTATE | FL | $0 | $21,743,369 | LEE HEALTH SYSTEM INC |
| COMMUNITY HEALTHCARE INNOVATIONS LLC | |||||||||
| 2780 CLEVELAND AVE LEGAL SERVICES | FORT MYERS | FL | 33901 | 843653378 | INVESTMENT HOLDING COMPANY | FL | $0 | $0 | LEE HEALTH SYSTEM INC |
| FLORIDA RADIOLOGY LEASING LLC | |||||||||
| 6311 SOUTH POINT BLVD SUITE 600 | FORT MYERS | FL | 33919 | 030420417 | HEALTH CARE | FL | $3,660,127 | $16,904,995 | LEE HEALTH SYSTEM INC |
| LEE HEALTHCARE HOLDINGS LLC | |||||||||
| 2780 CLEVELAND AVE LEGAL SERVICES | FORT MYERS | FL | 33901 | 843647781 | INVESTMENT HOLDING COMPANY | FL | $21,305,020 | $136,500,323 | COMMUNITY HEALTHCARE INNOVATIONS LLC |
| LEE HEALTHCARE INVESTMENTS LLC | |||||||||
| 2780 CLEVELAND AVE LEGAL SERVICES | FORT MYERS | FL | 33901 | 843798404 | INVESTMENT HOLDING COMPANY | FL | $4,113,583 | $2,859,166 | COMMUNITY HEALTHCARE INNOVATIONS LLC |
| LEE HEALTH HOME INFUSION LLC | |||||||||
| 11220-31 METRO PKWY | FORT MYERS | FL | 33966 | 650767256 | HEALTH CARE | FL | $11,721,158 | $4,396,406 | LEE HEALTH SYSTEM INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BONITA COMMUNITY HEALTH CENTER INC | |||||||||||
| 3501 HEALTH CARE BLVD | BONITA SPRINGS | FL | 34135 | 593544102 | HEALTH CARE | FL | 501(C)(3) | 3 | LEE HEALTH SYSTEM INC | Yes (1) | |
| HEALTHPARK CARE CENTER INC | |||||||||||
| 16131 ROSERUSH CT | FORT MYERS | FL | 33908 | 650319983 | HEALTH CARE | FL | 501(C)(3) | 3 | LEE HEALTH SYSTEM INC | Yes (1) | |
| LEE COMMUNITY HEALTHCARE INC | |||||||||||
| 2776 CLEVELAND AVE | FORT MYERS | FL | 33901 | 464268427 | HEALTH CARE | FL | 501(C)(3) | 7 | LEE HEALTH SYSTEM INC | Yes (1) | |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | |||||||||||
| 9800 S HEALTHPARK DR 405 | FORT MYERS | FL | 33908 | 650645343 | FUNDRAISING | FL | 501(C)(3) | 7 | LEE HEALTH SYSTEM INC | Yes (1) | |
| LEE MEMORIAL HOME HEALTH INC | |||||||||||
| 2776 CLEVELAND AVE | FORT MYERS | FL | 339022218 | 592186101 | HEALTH CARE | FL | 501(C)(3) | 10 | LEE HEALTH SYSTEM INC | Yes (1) | |
| LEE COUNTY TRAUMA SERVICES DISTRICT | |||||||||||
| 13685 DOCTORS WAY STE 100 | FORT MEYERS | FL | 33912 | 020702732 | INACTIVE | FL | 501(C)(3) | 3 | LEE HEALTH SYSTEM INC | Yes (1) | |
| LEESAR INC | |||||||||||
| 2727 WINKLER AVE | FORT MEYERS | FL | 33901 | 263818222 | SUPPLY PROCUREMENT | FL | 501(C)(3) | 12A, I | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PARAMOUNT SURGERY CENTER LLC | |||||||||||||
| 14631 HOPE CENTER LOOP | FORT MYERS | FL | 33912 | 452232749 | HEALTH CARE | FL | LEE HEALTHCARE HOLDINGS LLC | RELATED | $1,730,193 | $14,390,257 | 0 | 0 | 0.51000 |
| LH GPA FUND I LP | |||||||||||||
| 1 FREEDOM VALLEY DRIVE | OAKS | PA | 19456 | 994895801 | PRIVATE INVESTMENT FUND | DE | LEE HEALTH SYSTEM INC | INVESTMENT | $361,627 | $13,361,627 | 0 | 0 | 0.99980 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEST CARE PARTNERS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6630 ORION DR SUITE 205 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371920935 | EIN |
| Primary Activities | HEALTH INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $5,792,998 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||
| C | $21,027,136 | FMV |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||
| D | $11,977,000 | FMV |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||
| B | $4,366,204 | FMV |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||
| O | $2,619,632 | FMV |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||
| S | $2,745,178 | FMV |
| HEALTHPARK CARE CENTER INC | ||
| O | $12,972,867 | FMV |
| HEALTHPARK CARE CENTER INC | ||
| S | $6,648,329 | FMV |
| LEE MEMORIAL HOME HEALTH INC | ||
| O | $6,921,464 | FMV |
| LEE MEMORIAL HOME HEALTH INC | ||
| S | $2,525,690 | FMV |
| PARAMOUNT SURGERY CENTER LLC | ||
| S | $2,348,549 | FMV |
| BONITA COMMUNITY HEALTH CENTER INC | ||
| S | $3,278,258 | FMV |
| LH GPA FUND I LP | ||
| B | $13,000,000 | FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART V, LINE 1S | THE AMOUNTS NOTED IN LINE 1S FOR RELATED ENTITIES HEALTHPARK CARE CENTER, INC. , LEE HEALTH SYSTEM FOUNDATION, INC. , AND LEE MEMORIAL HOME HEALTH CARE, INC. REPRESENT THE INTERCOMPANY BALANCE DUE TO LHS, INC FOR THE ACTIVITIES OF THE RELATED ENTITY DURING THE REPORTING PERIOD, LESS SALARY AND WAGES SEPARATELY REPORTED IN LINE 1O. THIS TOTAL INCLUDES REVENUES RECORDED LESS OTHER NON-SALARY EXPENSES INCURRED DURING THE REPORTING PERIOD. |
| SCHEDULE R, PART I | COMMUNITY HEALTHCARE INNOVATIONS, INC. IS A HOLDING COMPANY WHOSE ACTIVITIES ARE CONDUCTED THROUGH ITS WHOLLY OWNED DISREGARDED ENTITIES, LEE HEALTHCARE HOLDINGS, LLC ("LHH") AND LEE HEALTHCARE INVESTMENTS, LLC ("LHI"). THE ASSETS, LIABILITIES, REVENUES, AND EXPENSES OF THESE ENTITIES ARE REPORTED BY LEE HEALTH SYSTEM, INC AND DISCLOSED ON SCHEDULE R UNDER LHH AND LHI, RESPECTIVELY . THEREFORE, COMMUNITY HEALTHCARE INNOVATIONS REPORTS NO SEPARATE INCOME OR ASSETS TO AVOID DUPLICATIVE REPORTING WITHIN THE FORM 990 FILING. |
Comments