2026-08-17T17:45:23-05:00 2025-09-30 861065772 DELOITTE TAX LLP 7900 TYSONS ONE PLACE SUITE 800 MCLEAN VA 221024219 990 2024-10-01 992646504 LEE HEALTH SYSTEM INC LEEH 2393438421 4211 METRO PARKWAY 3RD FLOOR FORT MYERS FL 33916 JOHN MALLIA CHIEF FINANCIAL OFFICER 2393438421 2026-08-17 1 1 RACHEL KAUFMAN P01485017 7032511000 2024 2025-03-06 01:10:19Z X DR LAWRENCE ANTONUCCI 4211 METRO PARKWAY 3RD FLOOR FORT MYERS FL 33916 4175539016 0 X HTTPS://WWW.LEEHEALTH.ORG X 2024 FL TO BE A TRUSTED PARTNER, EMPOWERING HEALTHIER LIVES THROUGH CARE AND COMPASSION. 15 14 17835 2373 1223154 592726 148147585 3203277962 138064993 15446677 3504937217 6881102 0 1628841325 0 0 1401344556 3037066983 467870234 4907336172 1595806507 3311529665 X TO BE A TRUSTED PARTNER, EMPOWERING HEALTHIER LIVES THROUGH CARE AND COMPASSION. 0 0 2747119510 6881102 3206212238 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. 2747119510 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 1048 0 1 17835 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 FL X MICHAEL ADAMS 2393438322 4211 METRO PARKWAY 3RD FLOOR FORT MYERS FL 33916 X LAWRENCE ANTONUCCI PRESIDENT/CEO AND DIRECTOR (EX-OFFICIO) 59.00 1.00 X X 696370 0 13264 DONNA CLARKE VICE CHAIR 1.00 2.00 X X 2860 0 0 DAVID COLLINS TREASURER 1.00 2.00 X X 2810 0 0 DAVID KLEIN CHAIR 1.00 3.00 X X 2810 0 0 DANE ALLEN DIRECTOR 1.00 2.00 X 2810 0 0 DANIEL ADLER DIRECTOR (END 03/25) 1.00 2.00 X 2810 0 0 DIANE CHAMPION DIRECTOR 1.00 2.00 X 2810 0 0 KATHLEEN BRIDGE-LILES DIRECTOR 1.00 2.00 X 2810 0 0 NANCY MCGOVERN DIRECTOR 1.00 2.00 X 2810 0 0 STEPHEN BROWN DIRECTOR 1.00 2.00 X 2810 0 0 THERESE EVERLY DIRECTOR 1.00 2.00 X 2810 0 0 WILLIAM GRUVER SECRETARY (BEGIN 12/24) 1.00 2.00 X X 0 0 0 DAVID B PRYOR DIRECTOR (BEGIN 08/25) 1.00 2.00 X 0 0 0 JOSEPH CATTI DIRECTOR (BEGIN 02/25) 1.00 3.00 X 0 0 0 PETER ANDRUSZKIEWICZ DIRECTOR (BEGIN 02/25) 1.00 2.00 X 0 0 0 SAMIRA K BECKWITH DIRECTOR (BEGIN 08/25) 1.00 2.00 X 0 0 0 BENJAMIN SPENCE CFO & COO 53.00 2.00 X 361876 0 7204 IAHN GONSENHAUSER CHIEF MEDICAL OFFICER 55.00 0.00 X 485043 0 11427 SCOTT NYGAARD CHIEF OPERATING OFFICER 55.00 0.00 X 398798 0 5934 KRISTINE FAY CHIEF ADMIN OFFICER - LPG AND AMBULATORY CARE SVCS 55.00 0.00 X 257792 0 1870 MICHAEL WUKITSCH CHIEF PEOPLE OFFICER 55.00 0.00 X 232186 0 9574 JOHN SCHOOLER CHIEF INFORMATION OFFICER 55.00 0.00 X 228542 0 8758 JENNIFER HIGGINS CHIEF NURSING OFFICER 55.00 0.00 X 178214 0 5700 DONALD MOYER NEUROSURGEON II 55.00 0.00 X 578472 0 5527 WESLEY FAUNCE NEUROSURGEON II 55.00 0.00 X 386495 0 3816 MURALI MUPPALA OFFICE PHYSICIAN 55.00 0.00 X 325442 0 690 THOMAS HUNT CHIEF PHYSICIAN EXEC - MUSCULOSKELETAL 55.00 0.00 X 295558 0 15169 MALISSA WOOD CHIEF PHYSICIAN EXEC HEART AND VASCULAR INSTITUTE 55.00 0.00 X 273172 0 7815 4726110 0 96748 140 0 1 0 QUEST DIAGNOSTICS PO BOX 822557 PHILADELPHIA PA 19182 LAB SERVICES 5765032 SKANSKA USA 389 INTERPACE PARKWAY 5TH FLOOR PARSIPPANY NJ 07054 CONSTRUCTION CONTRACTOR 4545755 TRELLISRX LLC PO BOX 7410812 CHICAGO IL 60674 PHARMACY SERVICES 4425366 US ANESTHESIA PARTNERS OF FL PO BOX 841069 DALLAS TX 752841069 ANESTHESIA SERVICES PROVIDER 2861996 AMERICAN ANESTHESIOLOGY OF FLORIDA INC PO BOX 936824 ATLANTA GA 311936824 ANESTHESIA SERVICES PROVIDER 2480262 50 X 21027135 127120450 148147585 NET PATIENT SERVICE RE 622110 2950508410 2950508410 PHARMACY 456110 207219464 206972994 246470 HOSPITAL JOINT VENTURE 621111 20832404 20832404 RENTAL INCOME 531120 4153330 3176646 976684 20564354 20564354 3203277962 109807212 109807212 571923 0 571923 571923 571923 698775595 83985 669652622 949177 29122973 -865192 28257781 28257781 CAFETERIA 722513 8788214 8788214 OTHER SALES REVENUE 561000 3152264 3152264 2934276 2934276 14874754 3504937217 3204989084 1223154 150577394 5785122 5785122 348460 348460 747520 747520 9849859 9849859 134613 134613 1395089029 1371262548 23826481 2605659 2605659 128918290 125816068 3102222 92243875 72242668 20001207 28951965 429072 28522893 1125811 1125811 551446 551446 5864780 5864780 275583283 225642629 49940654 3979786 101306 3878480 6036943 2027815 4009128 78861929 13545673 65316256 42049039 20840140 21208899 1960889 440487 1520402 836444 369706 466738 25826135 24330631 1495504 124037276 113633888 10403388 14036550 5511889 8524661 MED. SUPPLIES AND DRUGS 706626135 706626135 HEALTHCARE ACCESS ASSES 36093438 36093438 RECRUITMENT 19230649 4861905 14368744 REPAIRS AND MAINTENANCE 8349567 4653133 3696434 21342491 9203618 12138873 3037066983 2747119510 289947473 0 0 199729329 0 79825975 0 559820183 0 2670000 0 58615734 0 46883439 3295414441 1535464197 0 1759950244 1432038400 270664034 91074118 8342225 0 397722491 0 4907336172 0 378735617 0 5054097 0 583661299 0 319931952 0 308423542 0 1595806507 X 0 3310954798 0 574867 0 3311529665 0 4907336172 X 467870234 45459267 832291 2797367873 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 383310 0 1 206743 590053 0 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. 18957422 1320517 2443267 452226 22268980 13350738 2831086 2994339 218740 18957423 11144267 1254742 1287825 336096 13350738 12977000 134279 -1635892 331120 11144267 10998550 120890 2046915 189355 12977000 0.02708 0.97292 0 1 1 195416318 195416318 1279935634 509327454 770608180 44747978 34419804 10328174 1454180367 991716939 462463428 321134144 321134144 1759950244 131694 F US TREASURY, GOVERNMENT & AGENCY OBLIGATIONS 45251605 F CORPORATE BONDS 11526934 F MUNICIPAL BONDS 6437912 F ASSET BACK SECURITIES 3032156 F NON-AGENCY CMBS 274830 F SEI CORE PROPERTY FUND, LP 100586188 F SEI SPECIAL SITUATION FUND, LTD. 90471525 F SEI LH GPA FUND I, LP 12951190 F 270664034 ROU LEASES 188441740 DUE FROM AFFILIATES 136613379 THIRD PARTY SETTLEMENTS 72144702 OTHER ASSETS 522670 397722491 ROU LEASES 217458448 OTHER EMPLOYEE BENEFITS 81731780 HEALTH CARE ASSESSMENT PMATF 8944736 OTHER LIABILITIES 288578 308423542 X 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. 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 90471525 0 0 0 0 0 0 90471525 0 90471525 REPATRIATION CENTRAL AMERICA AND THE CARIBBEAN 5 555120 CHECK REPATRIATION EUROPE (INCLUDING ICELAND & GREENLAND) 1 192400 CHECK 0 0 1 0 0 0 1 1 X 1 X 1 X 1 1 1 0 1 1 163228236 163228236 0.06000 330427759 270010717 60417042 0.02220 493655995 270010717 223645278 0.08220 1397613 12142889 12142 12130747 0.00450 21885 26265089 26265089 0.00960 600840 600840 0.00020 982482 982482 0.00040 1419498 39991300 12142 39979158 0.01470 1419498 533647295 270022859 263624436 0.09690 117 117 0.00000 658152 658152 0.00020 658269 658269 0.00020 1 314979462 1130553626 1832035421 -701481795 X 1 1 1 PARAMOUNT SURGERY CENTER LLC SURGERY CENTER 0.51000 0.49000 5 1 LEE MEMORIAL HOSPITAL 2776 CLEVELAND AVE FORT MYERS FL 33901 HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI 4186 X X X X X X A 2 GULF COAST MEDICAL CENTER 13681 DOCTORS WAY FORT MYERS FL 33912 HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI 4301 X X X A 3 CAPE CORAL HOSPITAL 636 DEL PRADO BLVD CAPE CORAL FL 33990 HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI 4366 X X X X A 4 ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL 1730 NE PINE ISLAND RD CAPE CORAL FL 33909 HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATI 4542 X REHABILITATION B 5 ENCOMPASS HEALTH REHABILITATION HOSPITAL OF FORT MYERS 6150 MEDICAL PARK LOOP FORT MYERS FL 33912 HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATI 4565 X REHABILITATION C FACILITY REPORTING GROUP - A 0 1 1 X X X X X X X X X 22 1 1 1 1 X SEE PART V, SECTION C X 1 22 1 SEE PART V, SECTION C 0 1 X 200.000000000000 400.000000000000 X X 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 FACILITY REPORTING GROUP - B 0 1 0 0 1 X 200.000000000000 400.000000000000 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 FACILITY REPORTING GROUP - C 1 1 0 0 1 X 200.000000000000 400.000000000000 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 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 122 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 POINT ESTERO FL 341351877 OTHER OUTPATIENT CLINIC 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 POINT ESTERO FL 341351877 OTHER OUTPATIENT CLINIC 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 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. 1 RONALD MCDONALD HOUSE OF SW FL 16100 ROSERUSH CT FORT MYERS FL 33908 113704163 501(C)(3) 23000 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) 12000 0 CANCER SUPPORT MARCH OF DIMES INC PO BOX 5141 BOONE IA 50950 131846366 501(C)(3) 10000 0 PEDIATRIC SUPOPRT AMERICAN HEART ASSN 9200 ESTERO PARK COMMONS ESTERO FL 33928 135613797 501(C)(3) 140000 0 HEALTHCARE RELATED & COMMUNITY SUPPORT CANCER ALLIANCE NETWORK INC 3384 WOODS EDGE CIRCLE BONITA SPRINGS FL 34134 223879709 501(C)(3) 20000 0 CANCER SUPPORT IMAGINE SOLUTIONS CONFERENCE 29130 BRENDISI WAY NAPLES FL 34110 261092889 501(C)(3) 34650 0 EDUCATION BONITA BAY CLUB 26660 COUNTRY CLUB DR BONITA SPRINGS FL 34134 270155624 501(C)(7) 10000 0 CANCER SUPPORT INTERSPORT INC 303 E WACKER CHICAGO IL 60601 363382136 10000 0 COMMUNITY VISIBILITY VISUALITY INC 2506 2ND ST FORT MYERS FL 33901 452399065 501(C)(3) 10000 0 LGBTQ+ YOUTH PROGRAM WASSERMAN EVENTS 10900 WILSHIRE BLVD LOS ANGELES CA 90024 463581388 8750 0 COMMUNITY VISIBILITY VALERIE'S HOUSE PO BOX 1955 FORT MYERS FL 33902 473701240 501(C)(3) 10000 0 HEALTHCARE RELATED UNITED WAY OF LEE HENDRY AND GLADES 7273 CONCOURSE DRIVE FORT MYERS FL 33908 591005169 501(C)(3) 145000 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) 13550 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) 159887 0 UNRESTRICTED GIFT/DONATION MAKE A WISH FOUNDATION 3655 BONITA BEACH RD SUITE 3 BONITA SPRINGS FL 34134 592620322 501(C)(3) 6000 0 PEDIATRIC SUPOPRT THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC PO BOX 1608 FORT MYERS FL 33902 592637849 501(C)(3) 30000 0 EDUCATION COLLABORATORY 2031 JACKSON STREET 100 FORT MYERS FL 33901 596580974 501(C)(3) 447785 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) 100000 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) 47000 0 KIDS' MINDS MATTER: SOUTH FLORIDA CONTINUED EDUCATION SCHOLARSHIP PROPERTIES WITH PURPOSE INC 10900 WILSHIRE BLVD LOS ANGELES CA 90024 920342302 501(C)(3) 12000 0 COMMUNITY VISIBILITY LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC 4211 METRO PARKWAY FORT MYERS FL 33916 650645343 501(C)(3) 4366204 0 REIMBURSE OPERATIONAL EXPENSES 18 3 AIN SCHOLARSHIPS 12 96320 LEE HEALTH EDUCATION AWARD 194 252140 PART I, LINE 2: 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. X X X 0 1 0 1 0 0 0 0 0 LAWRENCE ANTONUCCI PRESIDENT/CEO AND DIRECTOR (EX-OFFIC 214779 0 476174 0 5417 0 8140 0 5124 0 709634 0 0 0 DONALD MOYER NEUROSURGEON II 210436 0 367137 0 899 0 0 0 5527 0 583999 0 0 0 IAHN GONSENHAUSER CHIEF MEDICAL OFFICER 116138 0 368622 0 283 0 5877 0 5550 0 496470 0 0 0 SCOTT NYGAARD CHIEF OPERATING OFFICER 139363 0 258084 0 1351 0 0 0 5934 0 404732 0 0 0 WESLEY FAUNCE NEUROSURGEON II 249501 0 136919 0 75 0 0 0 3816 0 390311 0 0 0 BENJAMIN SPENCE CFO & COO 127135 0 234568 0 173 0 3207 0 3997 0 369080 0 0 0 MURALI MUPPALA OFFICE PHYSICIAN 280025 0 43890 0 1527 0 0 0 690 0 326132 0 0 0 THOMAS HUNT CHIEF PHYSICIAN EXEC - MUSCULOSKELET 118982 0 176403 0 173 0 9384 0 5785 0 310727 0 0 0 MALISSA WOOD CHIEF PHYSICIAN EXEC HEART AND VASCU 110045 0 162228 0 899 0 5512 0 2303 0 280987 0 0 0 KRISTINE FAY CHIEF ADMIN OFFICER - LPG AND AMBULA 90466 0 166228 0 1098 0 0 0 1870 0 259662 0 0 0 MICHAEL WUKITSCH CHIEF PEOPLE OFFICER 80940 0 150600 0 646 0 4000 0 5574 0 241760 0 0 0 JOHN SCHOOLER CHIEF INFORMATION OFFICER 79192 0 147780 0 1570 0 4668 0 4090 0 237300 0 0 0 JENNIFER HIGGINS CHIEF NURSING OFFICER 62618 0 115423 0 173 0 2724 0 2976 0 183914 0 0 0 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. A LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 52350LAR1 2024-10-31 678319909 SEE PART VI 0 0 0 B LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 52350LAW0 2024-12-05 143945000 SEE PART VI 0 0 0 A 30076763 678319909 678319909 2024 0 0 1 1 B 143945000 143945000 0 1 1 1 A 0 1 1 1 1 1 0.01000 0.00100 0.01100 0 0 1 B 0 1 1 1 1 1 0.01000 0.00100 0.01100 0 0 1 A 0 1 0 0 1 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 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. STEPHANIE ALLEN FAMILY MEMBER OF DANE ALLEN, DIRECTOR 134613 COMPENSATION RELATED TO STEPHANIE ALLEN'S EMPLOYMENT AS DIVISION DIRECTOR OF LEE HEALTH SYSTEM, INC. 0 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 BEST CARE ASSURANCE LLC 6630 ORION DR SUITE 205 FORT MYERS FL 33912 821945488 HEALTH INSURANCE FL 0 28646721 LEE HEALTH SYSTEM INC BEST CARE COLLABORATIVE LLC 6630 ORION DR SUITE 205 FORT MYERS FL 33912 821519388 HEALTHCARE MANAGEMENT SERVICES FL 5249868 7361248 LEE HEALTH SYSTEM INC CB MEDICAL NORTH LLC 2780 CLEVELAND AVE MOC 459 FORT MYERS FL 33901 260125505 MEDICAL SERVICES REAL ESTATE FL 0 19677883 LEE HEALTH SYSTEM INC CB MEDICAL SOUTH LLC 2780 CLEVELAND AVE MOC 459 FORT MYERS FL 33901 260125506 MEDICAL SERVICES REAL ESTATE FL 0 21743369 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 3660127 16904995 LEE HEALTH SYSTEM INC LEE HEALTHCARE HOLDINGS LLC 2780 CLEVELAND AVE LEGAL SERVICES FORT MYERS FL 33901 843647781 INVESTMENT HOLDING COMPANY FL 21305020 136500323 COMMUNITY HEALTHCARE INNOVATIONS LLC LEE HEALTHCARE INVESTMENTS LLC 2780 CLEVELAND AVE LEGAL SERVICES FORT MYERS FL 33901 843798404 INVESTMENT HOLDING COMPANY FL 4113583 2859166 COMMUNITY HEALTHCARE INNOVATIONS LLC LEE HEALTH HOME INFUSION LLC 11220-31 METRO PKWY FORT MYERS FL 33966 650767256 HEALTH CARE FL 11721158 4396406 LEE HEALTH SYSTEM INC 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 1 HEALTHPARK CARE CENTER INC 16131 ROSERUSH CT FORT MYERS FL 33908 650319983 HEALTH CARE FL 501(C)(3) 3 LEE HEALTH SYSTEM INC 1 LEE COMMUNITY HEALTHCARE INC 2776 CLEVELAND AVE FORT MYERS FL 33901 464268427 HEALTH CARE FL 501(C)(3) 7 LEE HEALTH SYSTEM INC 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 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 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 1 LEESAR INC 2727 WINKLER AVE FORT MEYERS FL 33901 263818222 SUPPLY PROCUREMENT FL 501(C)(3) 12A, I N/A 0 PARAMOUNT SURGERY CENTER LLC 14631 HOPE CENTER LOOP FORT MYERS FL 33912 452232749 HEALTH CARE FL LEE HEALTHCARE HOLDINGS LLC RELATED 1730193 14390257 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 361627 13361627 0 0 0.99980 BEST CARE PARTNERS INC 6630 ORION DR SUITE 205 FORT MYERS FL 33912 371920935 HEALTH INSURANCE FL LEE HEALTH SYSTEM INC C 5792998 1.00000 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC C 21027136 FMV LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC D 11977000 FMV LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC B 4366204 FMV LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC O 2619632 FMV LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC S 2745178 FMV HEALTHPARK CARE CENTER INC O 12972867 FMV HEALTHPARK CARE CENTER INC S 6648329 FMV LEE MEMORIAL HOME HEALTH INC O 6921464 FMV LEE MEMORIAL HOME HEALTH INC S 2525690 FMV PARAMOUNT SURGERY CENTER LLC S 2348549 FMV BONITA COMMUNITY HEALTH CENTER INC S 3278258 FMV LH GPA FUND I LP B 13000000 FMV 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.