Civic Intelligence

Lee Health Services

990 • Fiscal year 2017 • EIN 25-1391882

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 13, 2017

Organization ProfileWWW.LEEINITIATIVES.COM
321 Main Street Suite 4AJohnstown, PA 15901

(814) 533-0751

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.05x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

35th percentile

-0.1%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$89,425

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

48th percentile

3.9%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

141%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$16,127,279

Up $605,900 (+3.9%) from 2016

Net Assets

Up

$16,052,469

Up $662,898 (+4.3%) from 2016

Liabilities

Down

$74,810

Down $56,998 (-43%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin35th percentile

Revenue

Up

$1,369,377

Up $800,227 (+141%) from 2016

Expenses

Up

$1,370,829

Up $92,060 (+7.2%) from 2016

Net Income

Up

-$1,452

Up $708,167 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$16,127,279
Liabilities$74,810
Net Assets$16,052,469
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

2017

Revenue$1,369,377
Expenses$1,370,829
Net Income-$1,452
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 13, 2017
Return Version
2016v3.0
Gross Receipts
$7,930,818
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$13,462,093$14,378,357▲ $916,264
Investments Other Securities$1,253,202$826,056▼ $427,146
Other Notes and Loans Receivable, Net$385,982$394,417▲ $8,435
Cash and Non-Interest-Bearing Accounts$253,579$311,127▲ $57,548
Land, Buildings, and Equipment, Net$123,739$120,896▼ $2,843
Accounts Receivable$28,480$93,726▲ $65,246
Prepaid Expenses and Deferred Charges$14,304$2,700▼ $11,604
Total Assets$15,521,379$16,127,279▲ $605,900
Liabilities
Other Liabilities$61,239$50,121▼ $11,118
Accounts Payable and Accrued Expenses$70,569$24,689▼ $45,880
Total Liabilities$131,808$74,810▼ $56,998
Net Assets / Fund Balance
Unrestricted Net Assets$15,389,571$16,052,469▲ $662,898
Total Net Assets Fund Balance$15,389,571$16,052,469▲ $662,898
Total Liabilities and Net Assets / Fund Balance$15,521,379$16,127,279▲ $605,900

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,494$102,327$124,821
Land$98,402-$98,402
Other Securities$826,056--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleBaseOtherTotal
John ReedCEO$81,943$7,482$89,425
Don GardillCFO$72,541$7,574$80,115

Board Members and Trustees

NameTitle
Gerald BaxterChairman
John CammerataVice Chairman
Dave KalinaDirector
Edward ShoemakerDirector
Frank HarrisonDirector
Mary BorkowDirector
Mike StevensDirector
Mildred NelsonDirector
Rick CosgroveDirector
Robert BarrettDirector
William HornerDirector
John HarrisonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$582,656
Investment Income
$743,851
Other Revenue
$42,870
Change in Net Assets
$-1,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,278,129
Revenue Not Reported on Financial Statements
$91,248
Revenue Not Reported on Form 990
$664,350
Other Revenue Adjustments
$91,248
Total Revenue per Audited Statements
$1,942,479
Total Revenue per Form 990
$1,369,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$582,510
Salaries, Compensation, and Employee Benefits$528,691
Other Expenses$259,628
Total Fundraising Expense$4,214
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$564,510--$564,510
Other Salaries and Wages$294,686$32,743-$327,429
Other Employee Benefits$109,517$12,169-$121,686
Fees for Service Investment Mgmnt Fees$91,248--$91,248
Current Officers, Directors, Trustees, and Key Employees$71,618$7,958-$79,576
Occupancy$38,696$4,300-$42,996
Other Expenses-$30,185-$30,185
Office Expenses-$28,329-$28,329
Insurance-$24,575-$24,575
Fees for Services Accounting-$18,000-$18,000
Grants to Domestic Individuals$18,000--$18,000
Fees for Services Management$1,466$9,525$3,664$14,655
Depreciation Depletion-$8,517-$8,517
Fees for Services Legal-$573-$573
Advertising--$550$550
Total Functional Expenses$1,189,741$176,874$4,214$1,370,829

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,370,829
Expenses per Audited Statements$1,279,581
Total Expenses per Audited Statements$1,279,581
Expenses Not Reported on Financial Statements$91,248
Other Expense Adjustments$91,248
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALZHEIMER'S FOUNDATIONJohnstown, 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.$25,000
Laurel View VillageDavidsville, PA-Support for Various Health Realted Programs.$25,000
PenielJohnstown, PA-Support for Various Health Realted Programs.$25,000
Salvation ArmyJohnstown, PA-Support for Various Health Realted Programs.$25,000
Small Town HopeNorthern Cambria, PA-Support for Various Health Realted Programs.$25,000
Twin LakesSomerset, PA-Support for Various Health Realted Programs.$25,000
DESTINY'S OUTREACHJohnstown, PA-Support for Various Health Realted Programs.$24,000
Easter SealsJohnstown, PA-Support for Various Health Realted Programs.$24,000
Camp ParcDavidsville, PA-Support for Various Health Realted Programs.$23,000
Catholic Charities IncAltoona, PA-Support for Various Health Realted Programs.$20,700
Somerset County Mobile Food BankSomerset, PA-Support for Various Health Realted Programs.$20,000
Conemaugh Twp EmsJohnstown, PA-Support for Various Health Realted Programs.$18,200
Johnstown Backpack ProjectJohnstown, PA-Support for Various Health Realted Programs.$15,000
Learning LampJohnstown, PA-Support for Various Health Realted Programs.$15,000
Mount Aloysius CollegeCresson, PA-Support for Various Health Realted Programs.$15,000
Westmont Family Counseling MinistriesJohnstown, PA-Support for Various Health Realted Programs.$15,000
Johnstown Career and Technology CenterJohnstown, PA-Support for Various Health Realted Programs.$12,600
AcrpJohnstown, PA-Support for Various Health Realted Programs.$10,000
Cambria City MissionJohnstown, PA-Support for Various Health Realted Programs.$10,000
Community Arts CenterJohnstown, PA-Support for Various Health Realted Programs.$10,000
GoodwillJohnstown, PA-Support for Various Health Realted Programs.$10,000
New Day IncJohnstown, PA-Support for Various Health Realted Programs.$10,000
Penn Highlands Comm CollegeJohnstown, PA-Support for Various Health Realted Programs.$10,000
United Methodist Human ServicesJohnstown, PA-Support for Various Health Realted Programs.$10,000
Ymca of Greater JohnstownJohnstown, PA-Support for Various Health Realted Programs.$10,000
YwcaSomerset, PA-Support for Various Health Realted Programs.$10,000
Boy Scouts Laurel Highlands CouncilPittsburgh, PA-Support for Various Health Realted Programs.$5,000
Fellowship of Christian AthletesJohnstown, PA-Support for Various Health Realted Programs.$5,000
Girl ScoutsPittsburgh, 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$19,839
Fundraising Direct Expenses$7,840
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Snowflake Ball$19,839$19,839$7,840$11,999
Total Events$19,839$19,839$7,840$11,999
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 Pto$33,424
Accrued Payroll$8,092
Federal Income Tax Wih$4,907
Local Tax Payable$1,544
Pa Unemployment Payable$1,172
State Income Tax Wih$982
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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
John Reed
Title
Chief Operating Officer
Phone
8145361535
Signed
2017-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Reed
Formed
1981
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
11
Volunteers
12

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:

“Income/loss of subsidiary organization -427,146.”

FORM 990, PART XII, LINE 2C:

“This process has not changed since 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”

Raw XML AppendixShowing 400 of 835 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/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt07840
IRS990/FundraisingGrossIncomeAmt019839
IRS990/GainOrLossGrp/SecuritiesAmt0381401
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt018000
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0564510
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0564510
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06935002
IRS990/GrossReceiptsAmt07930818
IRS990/GrossSalesOfInventoryAmt030871
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IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt024575
IRS990/InsuranceGrp/TotalAmt024575
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0362450
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0362450
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01253202
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0826056
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013462093
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014378357
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0123739
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0120896
IRS990/LandBldgEquipCostOrOtherBssAmt0223223
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06553601
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/NetAssetsOrFundBalancesBOYAmt015389571
IRS990/NetAssetsOrFundBalancesEOYAmt016052469
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0381401
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0381401
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011999
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011999
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt030871
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt030871
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01091496
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04300
IRS990/OccupancyGrp/ProgramServicesAmt038696
IRS990/OccupancyGrp/TotalAmt042996
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028329
IRS990/OfficeExpensesGrp/TotalAmt028329
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-427146
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012169
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0109517
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0121686
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030185
IRS990/OtherExpensesGrp/TotalAmt030185
IRS990/OtherLiabilitiesGrp/BOYAmt061239
IRS990/OtherLiabilitiesGrp/EOYAmt050121
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032743
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0294686
IRS990/OtherSalariesAndWagesGrp/TotalAmt0327429
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0385982
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0394417
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014304
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02700
IRS990/PrincipalOfficerNm0JOHN REED
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0582656
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0582656
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0619803
IRS990/PYInvestmentIncomeAmt0215924
IRS990/PYOtherExpensesAmt0327673
IRS990/PYOtherRevenueAmt060165
IRS990/PYProgramServiceRevenueAmt0293061
IRS990/PYRevenuesLessExpensesAmt0-709619
IRS990/PYSalariesCompEmpBnftPaidAmt0331293
IRS990/PYTotalExpensesAmt01278769
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0569150
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1452
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01357378
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 OVER 275 NONPROFIT ORGANIZATIONS BY PROVIDING GRANTS TOTALING OVER $3,045,464.3. WITHIN THE LAST FIVE YEARS, LEE INITIATIVES, INC. HAS SUPPORTED OVER 70 STUDENTS BY PROVIDING SCHOLARSHIPS TOTALING OVER $70,000. 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. 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/CurrentTaxYearAmt019839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt070358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0173351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0362450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0366699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0354640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0313199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0405758
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01802746
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01299484
IRS990ScheduleA/InvestmentIncomePYPct00.62010
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt054779
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt020235
IRS990ScheduleA/OtherIncome170Grp/TotalAmt075014
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.08450
IRS990ScheduleA/PublicSupportPY170Pct00.12810
IRS990ScheduleA/PublicSupportPY509Pct00.35370
IRS990ScheduleA/PublicSupportTotal170Amt0173351
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt070358
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0173351
IRS990ScheduleA/TotalSupportAmt02051111
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt022494
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102327
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124821
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt091248
IRS990ScheduleD/ExpensesSubtotalAmt01279581
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt098402
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt098402
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01091496
IRS990ScheduleD/OtherExpensesNotIncludedAmt091248
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11544
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt333424
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4982
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt54907
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOCAL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PA UNEMPLOYMENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED PTO
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4STATE INCOME TAX WIH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5FEDERAL INCOME TAX WIH
IRS990ScheduleD/OtherRevenueAmt0-427146
IRS990ScheduleD/OtherRevenuesNotIncludedAmt091248
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0826056
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN WALNUT MANAGEMENT CORP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0664350
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt091248
IRS990ScheduleD/RevenueSubtotalAmt01278129
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/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/TotalBookValueLandBuildingsAmt0120896
IRS990ScheduleD/TotalBookValueSecuritiesAmt0826056
IRS990ScheduleD/TotalExpensesPerForm990Amt01370829
IRS990ScheduleD/TotalLiabilityAmt050121
IRS990ScheduleD/TotalRevenuePerForm990Amt01369377
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01942479
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01279581
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07840
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SNOWFLAKE BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019839
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011999

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,127,279
Liabilities
$74,810
Net assets
$16,052,469
Revenue
$1,369,377
Expenses
$1,370,829
Net income
-$1,452
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