Civic Intelligence

Lee Health Services

990 • Fiscal year 2015 • EIN 25-1391882

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 03, 2015

Organization ProfileWWW.LEEINITIATIVES.COM
PO Box 66Johnstown, PA 15907

(814) 533-0751

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

22nd percentile

0.08x

Higher debt load relative to revenue than 22% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

28th percentile

-1.5%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

17th percentile

$79,394

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$17,025,241

Up $99,826 (+0.6%) from 2013

Net Assets

Up

$16,939,929

Up $112,457 (+0.7%) from 2013

Liabilities

Down

$85,312

Down $12,631 (-13%) from 2013

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin28th percentile

Revenue

$1,105,578

No earlier filing loaded for comparison.

Expenses

Down

$1,122,227

Down $24,536 (-2.1%) from 2013

Net Income

-$16,649

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $15,873,553Liabilities 2011: $12,218Net Assets 2011: $15,861,3352011Assets 2012: $15,728,716Liabilities 2012: $82,430Net Assets 2012: $15,646,2862012Assets 2013: $16,925,415Liabilities 2013: $97,943Net Assets 2013: $16,827,4722013Assets 2015: $17,025,241Liabilities 2015: $85,312Net Assets 2015: $16,939,9292015Assets 2016: $15,521,379Liabilities 2016: $131,808Net Assets 2016: $15,389,5712016Assets 2017: $16,127,279Liabilities 2017: $74,810Net Assets 2017: $16,052,4692017Assets 2018: $16,256,613Liabilities 2018: $58,347Net Assets 2018: $16,198,2662018Assets 2019: $16,766,029Liabilities 2019: $166,784Net Assets 2019: $16,599,2452019Assets 2020: $17,423,634Liabilities 2020: $231,061Net Assets 2020: $17,192,5732020Assets 2021: $22,455,937Liabilities 2021: $223,814Net Assets 2021: $22,232,1232021Assets 2022: $19,193,475Liabilities 2022: $143,907Net Assets 2022: $19,049,5682022Assets 2023: $20,298,803Liabilities 2023: $190,172Net Assets 2023: $20,108,6312023Assets 2024: $23,059,210Liabilities 2024: $409,213Net Assets 2024: $22,649,9972024Assets 2025: $24,477,286Liabilities 2025: $303,572Net Assets 2025: $24,173,7142025

Highlighted filing

2015

Assets$17,025,241
Liabilities$85,312
Net Assets$16,939,929
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $786,4552011Expenses 2012: $1,002,5952012Expenses 2013: $1,146,7632013Revenue 2015: $1,105,578Expenses 2015: $1,122,227Net Income 2015: -$16,6492015Revenue 2016: $569,150Expenses 2016: $1,278,769Net Income 2016: -$709,6192016Revenue 2017: $1,369,377Expenses 2017: $1,370,829Net Income 2017: -$1,4522017Revenue 2018: $1,786,489Expenses 2018: $1,569,816Net Income 2018: $216,6732018Revenue 2019: $1,751,685Expenses 2019: $1,476,346Net Income 2019: $275,3392019Revenue 2020: $1,653,822Expenses 2020: $1,689,091Net Income 2020: -$35,2692020Revenue 2021: $3,386,981Expenses 2021: $1,739,004Net Income 2021: $1,647,9772021Revenue 2022: $2,283,918Expenses 2022: $1,398,845Net Income 2022: $885,0732022Revenue 2023: $844,971Expenses 2023: $1,114,920Net Income 2023: -$269,9492023Revenue 2024: $1,646,914Expenses 2024: $1,447,335Net Income 2024: $199,5792024Revenue 2025: $1,571,246Expenses 2025: $1,462,650Net Income 2025: $108,5962025

Highlighted filing

2015

Revenue$1,105,578
Expenses$1,122,227
Net Income-$16,649
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 3, 2015
Return Version
2014v5.0
Gross Receipts
$6,843,799
Mission and Program Overview

Mission

Lee initiatives preserves the legacy of lee hospital by managing its resources to improve the quality of life for people in the service area of the former lee hospital in west central pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,030,354$16,319,672▼ $710,682
Other Notes and Loans Receivable, Net$337,795$278,721▼ $59,074
Cash and Non-Interest-Bearing Accounts$213,470$216,890▲ $3,420
Land, Buildings, and Equipment, Net$236,975$202,392▼ $34,583
Inventories for Sale or Use$4,000$3,035▼ $965
Accounts Receivable$13,585$2,944▼ $10,641
Prepaid Expenses and Deferred Charges$1,518$1,587▲ $69
Total Assets$17,837,697$17,025,241▼ $812,456
Liabilities
Accounts Payable and Accrued Expenses$59,471$83,196▲ $23,725
Other Liabilities$2,338$2,116▼ $222
Total Liabilities$61,809$85,312▲ $23,503
Net Assets / Fund Balance
Unrestricted Net Assets$17,775,888$16,939,929▼ $835,959
Total Net Assets Fund Balance$17,775,888$16,939,929▼ $835,959
Total Liabilities and Net Assets / Fund Balance$17,837,697$17,025,241▼ $812,456

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$56,215$62,932$119,147
Land$98,402-$98,402
Buildings$47,775$35,548$83,323
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleOtherTotal
John ReedCEO$79,394$79,394
Anita FaasFormer CEO/current Director$45,569$45,569
Don GardillCFO$44,212$44,212

Board Members and Trustees

NameTitle
Robert BarrettChairman
John Augustine1st Vice Chairman
Edward ShoemakerDirector
Frank HarrisonDirector
Gerald BaxterDirector
John CammerataDirector
John HarrisonDirector
Mary BorkowDirector
Mike StevensDirector
Mildred NelsonDirector
Paul CarpenterDirector
Phyllis BandstraDirector
Rick CosgroveDirector
William HornerDirector
David ButlerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,013,211
Other Revenue
$92,367
Change in Net Assets
$-16,649

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,051,635
Revenue Not Reported on Financial Statements
$53,943
Revenue Not Reported on Form 990
$-819,310
Other Revenue Adjustments
$53,943
Total Revenue per Audited Statements
$232,325
Total Revenue per Form 990
$1,105,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$746,619
Other Expenses$323,059
Salaries, Compensation, and Employee Benefits$52,549
Total Fundraising Expense$18,937
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$741,619--$741,619
Fees for Service Investment Mgmnt Fees-$96,570-$96,570
Fees for Services Accounting-$73,382-$73,382
Fees for Services Management$6,779$44,063$16,948$67,790
Other Salaries and Wages$48,626--$48,626
Other Expenses-$40,669-$40,669
Insurance-$16,951-$16,951
Depreciation Depletion-$12,234-$12,234
Occupancy$6,000$4,696-$10,696
Grants to Domestic Individuals$5,000--$5,000
Other Employee Benefits$3,923--$3,923
Advertising--$1,989$1,989
Fees for Services Legal-$1,509-$1,509
Office Expenses-$1,269-$1,269
Total Functional Expenses$811,947$291,343$18,937$1,122,227

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,122,227
Expenses per Audited Statements$1,068,284
Total Expenses per Audited Statements$1,068,284
Expenses Not Reported on Financial Statements$53,943
Other Expense Adjustments$53,943
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
AcrpJohnstown, PA-Support for Various Health Realted Programs.$30,000
PenielJohnstown, PA-Support for Various Health Realted Programs.$30,000
Somerset County Mobile Food BankSomerset, PA-Support for Various Health Realted Programs.$30,000
St Vncent Food for FamiliesJohnstown, PA-Support for Various Health Realted Programs.$30,000
Catholic Charities IncAltoona, PA-Support for Various Health Realted Programs.$25,000
Cem JohnstownJohnstown, PA-Support for Various Health Realted Programs.$25,000
Johnstown Free Medical ClinicJohnstown, PA-Support for Various Health Realted Programs.$23,000
Arc of Cambria CountyJohnstown, PA-Support for Various Health Realted Programs.$21,700
WOMEN'S HELP CENTER INCJohnstown, PA-Support for Various Health Realted Programs.$20,572
Easter SealsJohnstown, PA-Support for Various Health Realted Programs.$20,084
Camp ParcDavidsville, PA-Support for Various Health Realted Programs.$20,075
Conemaugh Twp EmsTire Hill, PA-Support for Various Health Realted Programs.$20,000
DESTINY'S OUTREACHJohnstown, PA-Support for Various Health Realted Programs.$20,000
Hilltop AmbulanceJohnstown, PA-Support for Various Health Realted Programs.$20,000
Learning LampJohnstown, PA-Support for Various Health Realted Programs.$20,000
Upper Yoder VfcJohnstown, PA-Support for Various Health Realted Programs.$20,000
Windber Fire DepartmentWindber, PA-Support for Various Health Realted Programs.$20,000
Ymca of Greater JohnstownJohnstown, PA-Support for Various Health Realted Programs.$20,000
Beginnings IncJohnstown, PA-Support for Various Health Realted Programs.$18,000
ALZHEIMER'S FOUNDATIONJohnstown, PA-Support for Various Health Realted Programs.$15,000
Home Nursing AgencyAltoona, PA-Support for Various Health Realted Programs.$15,000
Johnstown Backpack ProjectJohnstown, PA-Support for Various Health Realted Programs.$15,000
Sonrise Couseling MinistriesListie, PA-Support for Various Health Realted Programs.$15,000
United Methodist Human ServicesJohnstown, PA-Support for Various Health Realted Programs.$15,000
Westmont Family Counseling MinistriesJohnstown, PA-Support for Various Health Realted Programs.$15,000
Next Step Center IncSomerset, PA-Support for Various Health Realted Programs.$13,380
Spangler Fire CompanyNorthern Cambria, PA-Support for Various Health Realted Programs.$12,995
Christian Home of JohnstownJohnstown, PA-Support for Various Health Realted Programs.$12,600
New Day IncJohnstown, PA-Support for Various Health Realted Programs.$12,500
Johnstown Career and Technology CenterJohnstown, PA-Support for Various Health Realted Programs.$12,365
Bottle Works Ethnic Arts CenterJohnstown, PA-Support for Various Health Realted Programs.$10,000
Cambria County LibraryJohnstown, PA-Support for Various Health Realted Programs.$10,000
Conemaugh Valley AmbulanceJohnstown, PA-Support for Various Health Realted Programs.$10,000
Fellowship of Christian AthletesJohnstown, PA-Support for Various Health Realted Programs.$10,000
Goodwill IndustriesJohnstown, PA-Support for Various Health Realted Programs.$10,000
Johnstown Fire DepartmentJohnstown, PA-Support for Various Health Realted Programs.$10,000
Respective SolutionsEbensburg, PA-Support for Various Health Realted Programs.$10,000
Presbyterian HomeJohnstown, PA-Support for Various Health Realted Programs.$7,500
Windber Municipal AuthorityWindber, PA-Support for Various Health Realted Programs.$7,100
Church of the Brethern HomeWindber, PA-Support for Various Health Realted Programs.$6,600
Laurel View VillageDavidsville, PA-Support for Various Health Realted Programs.$6,500
Boy Scouts Laurel Highlands CouncilPittsburgh, PA-Support for Various Health Realted Programs.$5,000
Cambria City MissionJohnstown, PA-Support for Various Health Realted Programs.$5,000
Dauntless Fire CompanyEbensburg, PA-Support for Various Health Realted Programs.$5,000
Girl ScoutsPittsburgh, PA-Support for Various Health Realted Programs.$5,000
JumpJohnstown, PA-Support for Various Health Realted Programs.$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,141
Fundraising Direct Expenses$9,005
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Snowflake Ball$35,141$35,141$9,005$26,136
Total Events$35,141$35,141$9,005$26,136
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$1,886
Local Tax Payable$222
Pa Unemployment Payable$8
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Organization's process to review form 990 is conducted by organization's fiscal officer.”

Form 990, Part VI, Section C, Line 18

“Organization makes forms available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lee Initiatives Inc
EIN
25-1391882
Phone
8145330751
Address
PO BOX 66, JOHNSTOWN, PA 15907

Signing Officer

Name
John Reed
Title
Chief Operating Officer
Phone
8145361535
Signed
2015-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Reed
Formed
1981
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
5
Volunteers
17

Preparer

Firm
Wessel & Company Cpas
Address
215 MAIN STREET, JOHNSTOWN, PA 15901
Preparer
Stephanie a Stohon
Phone
8145367864
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss of subsidiary organization -348,128.”

Form 990, Part XII,line 2C.

“The organization has not changed the process from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization adopted fasb interpretation no. 48 (fin 48), accounting for uncertainty in income taxes, as codified in fasb asc 740-10. The codified interpretation requires the organization to evaluate tax positions taken and determine whether it is more-likely-than-not that the tax position will be sustained upon examination based on the technical merits of the position. The organization has performed an evaluation and has determined there are no material unrecognized tax positions or uncertain tax positions that meet the reporting and disclosure provisions of fin 48. The organization records tax penalties and interest as they occur. For the current year ended, the organization incurred no tax penalty or interest costs.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Income (loss) of subsidiary”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees on 990 expense but netted with revenue on fs rental expenses on fs but netted with revenue on 990 cogs on fs but netted with revenue on 990”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees on 990 expense but netted with revenue on fs rental expenses on fs but netted with revenue on 990 cogs on fs but netted with revenue on 990”

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IRS990/ActivityOrMissionDesc0LEE INITIATIVES PRESERVES THE LEGACY OF LEE HOSPITAL BY MANAGING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN THE SERVICE AREA OF THE FORMER LEE HOSPITAL IN WEST CENTRAL PENNSYLVANIA.
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IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm12ANITA FAAS
IRS990/Form990PartVIISectionAGrp/PersonNm13RICK COSGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm15EDWARD SHOEMAKER
IRS990/Form990PartVIISectionAGrp/PersonNm16DON GARDILL
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN REED
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1240262
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1638836
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1774123
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12FORMER CEO/CURRENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt09005
IRS990/FundraisingGrossIncomeAmt035141
IRS990/GainOrLossGrp/OtherAmt0-25000
IRS990/GainOrLossGrp/SecuritiesAmt0683571
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0746619
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0741619
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0741619
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06345160
IRS990/GrossReceiptsAmt06843799
IRS990/GrossRentsGrp/RealAmt013575
IRS990/GrossSalesOfInventoryAmt095283
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt016951
IRS990/InsuranceGrp/TotalAmt016951
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03035
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0354640
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0354640
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017030354
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016319672
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt098480
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0236975
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0202392
IRS990/LandBldgEquipCostOrOtherBssAmt0300872
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt025000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05661589
IRS990/LessRentalExpensesGrp/RealAmt01163
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LEE INITIATIVES PRESERVES THE LEGACY OF LEE HOSPITAL BY MANAGING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN THE SERVICE AREA OF THE FORMER LEE HOSPITAL IN WEST CENTRAL PENNSYLVANIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017775888
IRS990/NetAssetsOrFundBalancesEOYAmt016939929
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0658571
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0658571
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026136
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026136
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt053819
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt053819
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt012412
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012412
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-471182
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04696
IRS990/OccupancyGrp/ProgramServicesAmt06000
IRS990/OccupancyGrp/TotalAmt010696
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01269
IRS990/OfficeExpensesGrp/TotalAmt01269
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-348128
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03923
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03923
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040669
IRS990/OtherExpensesGrp/TotalAmt040669
IRS990/OtherLiabilitiesGrp/BOYAmt02338
IRS990/OtherLiabilitiesGrp/EOYAmt02116
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt048626
IRS990/OtherSalariesAndWagesGrp/TotalAmt048626
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0337795
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0278721
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01518
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01587
IRS990/PrincipalOfficerNm0JOHN REED
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0749452
IRS990/PYInvestmentIncomeAmt02325347
IRS990/PYOtherExpensesAmt0182445
IRS990/PYOtherRevenueAmt0131024
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01470711
IRS990/PYSalariesCompEmpBnftPaidAmt053763
IRS990/PYTotalExpensesAmt0985660
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02456371
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-16649
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt012412
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE FOLLOWING IS A DETAILED EXPLANATION OF THE "FACTS AND CIRCUMSTANCES" TO QUALIFY AS A PUBLICALLY SUPPORTED ORGANIZATION USING THE 10% FACTS AND CIRCUMSTANCES TEST.MISSIONOUR MISSION IS TO PRESERVE THE LEGACY OF LEE HOSPITAL BY MANAGING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN THE SERVICE AREA OF THE FORMER LEE HOSPITAL IN WEST CENTRAL PENNSYLVANIA. THIS IS ACCOMPLISHED BY PROVIDING GRANT FUNDS TO HEALTH RELATED ORGANIZATIONS AS WELL AS SCHOLARSHIPS TO STUDENTS FROM THE AREA THAT ARE PURSUING AN EDUCATION IN THE MEDICAL FIELD.PURPOSE1. OWN, MANAGE, AND GROW AN ENDOWMENT ACCUMULATED OVER YEARS TO BENEFIT NONPROFIT ORGANIZATIONS SERVING CHILDREN, YOUTH, AND FAMILIES.2. WITHIN THE LAST FIVE YEARS, LEE INITIATIVES, INC. HAS SUPPORTED OVER 200 NONPROFIT ORGANIZATIONS BY PROVIDING GRANTS TOTALING OVER $2,776,000.3. WITHIN THE LAST FIVE YEARS, LEE INITIATIVES, INC. HAS SUPPORTED 25 STUDENTS BY PROVIDING SCHOLARSHIPS TOTALING OVER $25,000. 4. THE ENDOWMENT WAS ACQUIRED BY FUNDS FROM LEE HOSPITAL AND IS MANAGED BY A BOARD OF DIRECTORS THAT HAVE NOT SUBSTANTIALLY CONTRIBUTED TO THE ENDOWMENT.STRUCTURELEE INITIATIVES, INC. IS A NONPROFIT ORGANIZATION AND IS GOVERNED BY BOARD OF DIRECTORS WHO ARE NOMINATED AND ELECTED TO SERVE OF THE BOARD. THESE INDIVIDUALS ARE RESPECTED MEMBERS OF THE COMMUNITY AND ARE NOT EMPLOYED BY LEE INITIATIVES, INC. MEETINGS ARE HELD REGULARLY AND BUSINESS DECISIONS ARE MADE BY MAJORITY VOTE.REVENUE SOURCESREVENUE IS RECEIVED FROM A VARIETY OF SOURCES WHICH INCLUDE THE FOLLOWING.1. ANNUAL FUNDRAISING BANQUET CONSISTING OF DONATIONS FROM INDIVIDUALS, BUSINESSES, AND CORPORATE SPONSORS.2. DONATIONS FROM COMMUNITY ORGANIZATIONS3. LEASE REVENUE4. GIFT SHOP AND FOOD SERVICES PROVIDED TO THE PATIENTS AND VISITORS OF A HOSPITAL.5. INVESTMENT INCOMEPLANNING AND REGULAR ACTIVITIES TO ATTRACT DONORS AND SUPPORT INCLUDE THE FOLLOWING:1. PUBLIC SPEAKING ENGAGEMENTS2. FACILITY AND GROUNDS TOURS3. PRINT INFORMATIONAL MATERIALS4. ONE TO ONE CONTACTS5. SPECIAL EVENTSSUPPORT ACTIVITIESLEE INITIATIVES, INC. SUPPORTS NONPROFIT HEALTH RELATED ORGANIZATIONS BY PROVIDING ANNUAL GRANTS BASED ON A COMMITTEE'S REVIEW OF GRANT APPLICATIONS FOR THE NEEDS OF THOSE ORGANIZATIONS THAT HAVE APPLIED FOR SUPPORT FOR VARIOUS HEALTH RELATED PROGRAMS.LEE INITIATIVES, INC. SUPPORTS INDIVIDUAL STUDENTS BY PROVIDING ANNUAL SCHOLARSHIPS BASED ON A COMMITTEE'S REVIEW OF SCHOLARSHIP APPLICATIONS FOR STUDENTS PURSING AN EDUCATION IN THE MEDICAL FIELD.THE SERVICE AREA OF THIS ORGANIZATION INCLUDES TWO (2) COUNTIES IN WESTERN PENNSYLVANIA.ADVOCACY ACTIVITIESLEE INITIATIVES, INC. PROVIDES AWARENESS OF THE NEEDS OF LOCAL NONPROFIT ORGANIZATIONS BY DISCUSSING THE MISSION OF THOSE ORGANIZATIONS AT FUNDRAISERS AND AN ANNUAL CEREMONY ANNOUNCING THE GRANTS THAT WERE AWARDED. THIS PROVIDES ADDITIONAL ADVERTISING FOR THESE ORGANIZATIONS WHICH HELPS TO INCREASE THEIR CONTRIBUTIONS BY THOSE IN ATTENDANCE OF THESE EVENTS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0129313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0304574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0354640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0313199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0405758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0406738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0283377
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01763712
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0482221
IRS990ScheduleA/InvestmentIncomePYPct00.61970
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt054779
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt020235
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03048
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt082062
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14160
IRS990ScheduleA/PublicSupportPY170Pct00.16560
IRS990ScheduleA/PublicSupportPY509Pct00.34020
IRS990ScheduleA/PublicSupportTotal170Amt0304574
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt070358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0129313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046284
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0304574
IRS990ScheduleA/TotalSupportAmt02150348
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt047775
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035548
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt083323
IRS990ScheduleD/EquipmentGrp/BookValueAmt056215
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062932
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0119147
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt053943
IRS990ScheduleD/ExpensesSubtotalAmt01068284
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt098402
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt098402
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-471182
IRS990ScheduleD/OtherExpensesNotIncludedAmt053943
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOCAL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PA UNEMPLOYMENT PAYABLE
IRS990ScheduleD/OtherRevenueAmt0-348128
IRS990ScheduleD/OtherRevenuesNotIncludedAmt053943
IRS990ScheduleD/RevenueNotReportedAmt0-819310
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt053943
IRS990ScheduleD/RevenueSubtotalAmt01051635
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ADOPTED FASB INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AS CODIFIED IN FASB ASC 740-10. THE CODIFIED INTERPRETATION REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN AND DETERMINE WHETHER IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION HAS PERFORMED AN EVALUATION AND HAS DETERMINED THERE ARE NO MATERIAL UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS THAT MEET THE REPORTING AND DISCLOSURE PROVISIONS OF FIN 48. THE ORGANIZATION RECORDS TAX PENALTIES AND INTEREST AS THEY OCCUR. FOR THE CURRENT YEAR ENDED, THE ORGANIZATION INCURRED NO TAX PENALTY OR INTEREST COSTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME (LOSS) OF SUBSIDIARY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES ON 990 EXPENSE BUT NETTED WITH REVENUE ON FS RENTAL EXPENSES ON FS BUT NETTED WITH REVENUE ON 990 COGS ON FS BUT NETTED WITH REVENUE ON 990

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,025,241
Liabilities
$85,312
Net assets
$16,939,929
Revenue
$1,105,578
Expenses
$1,122,227
Net income
-$16,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.30$24.2$1.57$1.46$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$0.41$22.6$1.65$1.45$0.20
2023Detailed filing. Detailed filing data is available for this year.$20.3$0.19$20.1$0.84$1.11$0.27
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.14$19.0$2.28$1.40$0.89
2021Detailed filing. Detailed filing data is available for this year.$22.5$0.22$22.2$3.39$1.74$1.65
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.23$17.2$1.65$1.69$0.04
2019Detailed filing. Detailed filing data is available for this year.$16.8$0.17$16.6$1.75$1.48$0.28
2018Detailed filing. Detailed filing data is available for this year.$16.3$0.06$16.2$1.79$1.57$0.22
2017Detailed filing. Detailed filing data is available for this year.$16.1$0.07$16.1$1.37$1.37$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.13$15.4$0.57$1.28$0.71
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.09$16.9$1.11$1.12$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.10$16.8$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.08$15.6$1.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.01$15.9$0.79
Peer Organizations

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