Civic Intelligence

Lee Initiatives Inc

EIN 25-1391882 • 501(c)3 • Johnstown, PA

Profile

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.

321 Main Street Suite 4AJohnstown, PA 15901

www.leeinitiatives.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

46th percentile

0.19x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

56th percentile

6.9%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.4%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

17th percentile

-12%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$24,477,286

Up $1,418,076 (+6.1%) from 2024

Liabilities

Down

$303,572

Down $105,641 (-26%) from 2024

Net Assets

Up

$24,173,714

Up $1,523,717 (+6.7%) from 2024

Operations
Liabilities / Revenue46th percentileNet Margin56th percentile

Revenue

Down

$1,571,246

Down $75,668 (-4.6%) from 2024

Expenses

Up

$1,462,650

Up $15,315 (+1.1%) from 2024

Net Income

Down

$108,596

Down $90,983 (-46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$24,477,286
Liabilities$303,572
Net Assets$24,173,714
Open 2025 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$1,571,246
Expenses$1,462,650
Net Income$108,596
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,477,286
Liabilities
$303,572
Net assets
$24,173,714
Revenue
$1,571,246
Expenses
$1,462,650
Net income
$108,596
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$13,001,518
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$18,216,729$18,989,844▲ $773,115
Investments Other Securities$4,107,026$4,693,589▲ $586,563
Cash and Non-Interest-Bearing Accounts$544,159$626,617▲ $82,458
Land, Buildings, and Equipment, Net$165,702$150,356▼ $15,346
Prepaid Expenses and Deferred Charges$9,655$8,996▼ $659
Accounts Receivable$15,939$7,884▼ $8,055
Total Assets$23,059,210$24,477,286▲ $1,418,076
Liabilities
Accounts Payable and Accrued Expenses$306,846$225,811▼ $81,035
Mortgage Notes Payable Secured by Investment Property$67,300$51,954▼ $15,346
Other Liabilities$35,067$25,807▼ $9,260
Total Liabilities$409,213$303,572▼ $105,641
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,630,209$24,163,508▲ $1,533,299
Net Assets With Donor Restrictions$19,788$10,206▼ $9,582
Total Net Assets Fund Balance$22,649,997$24,173,714▲ $1,523,717
Total Liabilities and Net Assets / Fund Balance$23,059,210$24,477,286▲ $1,418,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$51,954$81,285$133,239
Land$98,402-$98,402
Other Securities$4,693,589--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodi ClarkCEO--$135,182$135,182
David GrayCFOFT$82,959$15,250$98,209

Board Members and Trustees

NameTitle
John CammerataPresident
Jerry BaxterVice President
Andy FedoreDirector
Dave KalinaDirector
Edward ShoemakerDirector
Mark MillerDirector
Mary BorkowDirector
Mike RoperDirector
Mike StevensDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$68,706
Program Service Revenue
$392,951
Investment Income
$1,107,961
Other Revenue
$1,628
All Other Contributions
$68,706
Change in Net Assets
$108,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,448,415
Revenue Not Reported on Financial Statements
$122,831
Revenue Not Reported on Form 990
$1,415,121
Other Revenue Adjustments
$122,831
Total Revenue per Audited Statements
$2,863,536
Total Revenue per Form 990
$1,571,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$903,765
Salaries, Compensation, and Employee Benefits$307,134
Other Expenses$251,751
Total Fundraising Expense$5,203
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$835,370--$835,370
Current Officers, Directors, Trustees, and Key Employees$173,016$19,224-$192,240
Fees for Service Investment Mgmnt Fees$122,831--$122,831
Grants to Domestic Individuals$68,395--$68,395
Pension Plan Contributions$61,120$6,791-$67,911
Other Salaries and Wages$42,285$4,698-$46,983
Occupancy$29,640$3,293-$32,933
Fees for Services Accounting-$29,000-$29,000
Fees for Services Management$2,081$13,527$5,203$20,811
Insurance-$16,603-$16,603
Office Expenses-$14,974-$14,974
Other Expenses-$14,599-$14,599
Total Functional Expenses$1,334,738$122,709$5,203$1,462,650

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,462,650
Expenses per Audited Statements$1,339,819
Total Expenses per Audited Statements$1,339,819
Expenses Not Reported on Financial Statements$122,831
Other Expense Adjustments$122,831
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALZHEIMER'S FOUNDATIONJohnstown, PA-Support for Various Health Realted Programs.$0
American Red CrossJohnstown, PA-Support for Various Health Related Programs.$0
Bridges Cooperative MinistryJohnstown, PA-Support for Various Health Related Programs.$0
CHILDREN'S AID PROGRAM OF SOMERSET COUNTYSomerset, PA-Support for Various Health Realted Programs.$0
Cambria County Backpack ProgramJohnstown, PA-Support for Various Health Realted Programs.$0
Camp ParcDavidsville, PA-Support for Various Health Related Programs.$0
Catholic Charities IncAltoona, PA-Support for Various Health Realted Programs.$0
Center for Population HealthJohnstown, PA-Support for Various Health Realted Programs.$0
Communities in Schools of PaHarrisburg, PA-Support for Various Health Realted Programs.$0
Conemaugh Independence VfcJohnstown, PA-Support for Various Health Related Programs.$0
Easter SealsJohnstown, PA-Support for Various Health Realted Programs.$0
Greater Pittsburgh Community Food BankDuquesne, PA-Support for Various Health Realted Programs.$0
Helping Hands of Cambria CountyJohnstown, PA-Support for Various Health Related Programs.$0
Highlands Health Free Medical ClinicJohnstown, PA-Support for Various Health Realted Programs.$0
Interfaith Community Food PantryCumberland, MD-Support for Various Health Related Programs.$0
Laurel View VillageDavidsville, PA-Support for Various Health Realted Programs.$0
Learning LampJohnstown, PA-Support for Various Health Realted Programs.$0
Lower Yoder VfcJohnstown, PA-Support for Various Health Related Programs.$0
Moms HouseJohnstown, PA-Support for Various Health Related Programs.$0
New Day IncJohnstown, PA-Support for Various Health Realted Programs.$0
PenielJohnstown, PA-Support for Various Health Realted Programs.$0
SOMERSET COUNTY SHERIFF'S SEARCH & RESCUESomerset, PA-Support for Various Health Realted Programs.$0
Somerset County Mobile Food BankSomerset, PA-Support for Various Health Realted Programs.$0
Southern Alleghenies EmsAltoona, PA-Support for Various Health Related Programs.$0
Spangler VfcNorthern Cambria, PA-Support for Various Health Related Programs.$0
St Vincent Depaul Food for FamiliesJohnstown, PA-Support for Various Health Realted Programs.$0
United Way of the Laurel HighlandsJohnstown, PA-Support for Various Health Realted Programs.$0
VETERAN'S COMMUNITY INITIATIVESJohnstown, PA-Support for Various Health Realted Programs.$0
WOMEN'S HELP CENTERJohnstown, PA-Support for Various Health Realted Programs.$0
YmcaJohnstown, PA-Support for Various Health Realted Programs.$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,683
Fundraising Direct Expenses$1,055
Professional Fundraising Fees$0
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$10,315
Accrued 401(k) Profit Sharing$8,095
Accrued Pto$6,652
Local Tax Payable$600
Pa Unemployment Payable$145
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 11B

“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
321 MAIN STREET SUITE 4A, JOHNSTOWN, PA 15901

Signing Officer

Name
David Gray
Title
Chief Financial Officer
Phone
8145330751
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Gray
Formed
1981
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
9

Preparer

Firm
Wessel & Company
Address
215 MAIN STREET, JOHNSTOWN, PA 15901
Preparer
Amy J Edmiston CPA
Phone
8145367864
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Income/loss of subsidiary organization 586,563.”

FORM 990, PART XII, LINE 2C:

“The process has not changed 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”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

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

Part XI, Line 2D - Other Adjustments

“Income (loss) of subsidiary”

Raw XML AppendixShowing 400 of 752 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/FundraisingGrossIncomeAmt02683
IRS990/GainOrLossGrp/SecuritiesAmt0690125
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
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IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0150356
IRS990/LandBldgEquipCostOrOtherBssAmt0231641
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011429217
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt067300
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt051954
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IRS990/NetAssetsOrFundBalancesEOYAmt024173714
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0690125
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01628
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01628
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt022630209
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt024163508
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03293
IRS990/OccupancyGrp/ProgramServicesAmt029640
IRS990/OccupancyGrp/TotalAmt032933
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014974
IRS990/OfficeExpensesGrp/TotalAmt014974
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0586563
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
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IRS990/OtherExpensesGrp/TotalAmt014599
IRS990/OtherLiabilitiesGrp/BOYAmt035067
IRS990/OtherLiabilitiesGrp/EOYAmt025807
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04698
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042285
IRS990/OtherSalariesAndWagesGrp/TotalAmt046983
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06791
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061120
IRS990/PensionPlanContributionsGrp/TotalAmt067911
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09655
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08996
IRS990/PrincipalOfficerNm0DAVID GRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0392951
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0129913
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0913299
IRS990/PYInvestmentIncomeAmt01127219
IRS990/PYOtherExpensesAmt0235406
IRS990/PYOtherRevenueAmt01439
IRS990/PYProgramServiceRevenueAmt0388343
IRS990/PYRevenuesLessExpensesAmt0199579
IRS990/PYSalariesCompEmpBnftPaidAmt0298630
IRS990/PYTotalExpensesAmt01447335
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01646914
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0108596
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01500912
IRS990ScheduleA/FactsAndCircumstancesTestTxt0MISSIONOUR 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 NONPROFIT ORGANIZATIONS BY PROVIDING 261 GRANTS TOTALING OVER $2,700,000.3. WITHIN THE LAST FIVE YEARS, LEE INITIATIVES, INC. HAS SUPPORTED OVER 100 STUDENTS BY PROVIDING SCHOLARSHIPS TOTALING OVER $200,000. 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 A BOARD OF DIRECTORS WHO ARE NOMINATED AND ELECTED TO SERVE ON 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. MANAGEMENT FEE INCOME FOR SERVICES PROVIDED TO OTHER ORGANIZATIONS.5. INVESTMENT INCOMEPLANNING AND REGULAR ACTIVITIES TO ATTRACT DONORS AND SUPPORT INCLUDE THE FOLLOWING: PUBLIC SPEAKING ENGAGEMENTS FACILITY AND GROUNDS TOURS PRINT INFORMATIONAL MATERIALS ONE TO ONE CONTACTS 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/CurrentTaxYearAmt071389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0381917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0417836
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0418573
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0439524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0400318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0301825
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01978076
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02043973
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt098137
IRS990ScheduleA/OtherIncome170Grp/TotalAmt098137
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15540
IRS990ScheduleA/PublicSupportPY170Pct00.13190
IRS990ScheduleA/PublicSupportTotal170Amt0381917
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0144671
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074668
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0381917
IRS990ScheduleA/TotalSupportAmt02458130
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt081285
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2145
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt36652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt48095
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOCAL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PA UNEMPLOYMENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED PTO
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ACCRUED 401(K) PROFIT SHARING
IRS990ScheduleD/OtherRevenueAmt0586563
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0122831
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04693589
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN WALNUT MANAGEMENT CORP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01415121
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0122831
IRS990ScheduleD/RevenueSubtotalAmt01448415
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
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INVESTMENT MANAGEMENT FEES ON 990 EXPENSE BUT NETTED WITH REVENUE ON FS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4INCOME (LOSS) OF SUBSIDIARY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XI, LINE 2D - OTHER ADJUSTMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0150356
IRS990ScheduleD/TotalBookValueSecuritiesAmt04693589
IRS990ScheduleD/TotalExpensesPerForm990Amt01462650
IRS990ScheduleD/TotalLiabilityAmt025807
IRS990ScheduleD/TotalRevenuePerForm990Amt01571246
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02863536
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01339819
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt068395
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/CashGrantAmt20
IRS990ScheduleI/RecipientTable/CashGrantAmt30
IRS990ScheduleI/RecipientTable/CashGrantAmt40
IRS990ScheduleI/RecipientTable/CashGrantAmt50
IRS990ScheduleI/RecipientTable/CashGrantAmt60
IRS990ScheduleI/RecipientTable/CashGrantAmt70
IRS990ScheduleI/RecipientTable/CashGrantAmt80
IRS990ScheduleI/RecipientTable/CashGrantAmt90
IRS990ScheduleI/RecipientTable/CashGrantAmt100
IRS990ScheduleI/RecipientTable/CashGrantAmt110
IRS990ScheduleI/RecipientTable/CashGrantAmt120
IRS990ScheduleI/RecipientTable/CashGrantAmt130
IRS990ScheduleI/RecipientTable/CashGrantAmt140
IRS990ScheduleI/RecipientTable/CashGrantAmt150
IRS990ScheduleI/RecipientTable/CashGrantAmt160
IRS990ScheduleI/RecipientTable/CashGrantAmt170
IRS990ScheduleI/RecipientTable/CashGrantAmt180
IRS990ScheduleI/RecipientTable/CashGrantAmt190
IRS990ScheduleI/RecipientTable/CashGrantAmt200
IRS990ScheduleI/RecipientTable/CashGrantAmt210
IRS990ScheduleI/RecipientTable/CashGrantAmt220
IRS990ScheduleI/RecipientTable/CashGrantAmt230
IRS990ScheduleI/RecipientTable/CashGrantAmt240
IRS990ScheduleI/RecipientTable/CashGrantAmt250

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