Civic Intelligence

Lee County Medical Society Foundation Inc

EIN 81-4328651 • 501(c)3 • Lehigh Acres, FL

Profile

To provide a forum for consultation and assistance for physician members of the lee county medical society regarding their own mental health.

5781 Lee Blvd Ste 208-104Lehigh Acres, FL 33971

www.lcmsfl.org/FOUNDATION

Siviq Scores

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

Liabilities / Assets

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

28%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

171%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$106,839

Up $29,508 (+38%) from 2021

Liabilities

Down

$6,298

Down $6,967 (-53%) from 2021

Net Assets

Up

$100,541

Up $36,475 (+57%) from 2021

Revenue

Down

$37,117

Down $5,998 (-14%) from 2021

Expenses

Down

$20,070

Down $15,219 (-43%) from 2021

Net Income

Up

$17,047

Up $9,221 (+118%) from 2021

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $115,130Liabilities 2018: $21,288Net Assets 2018: $93,8422018Assets 2020: $73,026Liabilities 2020: $15,747Net Assets 2020: $57,2792020Assets 2021: $77,331Liabilities 2021: $13,265Net Assets 2021: $64,0662021Assets 2024: $106,839Liabilities 2024: $6,298Net Assets 2024: $100,5412024

Highlighted filing

2024

Assets$106,839
Liabilities$6,298
Net Assets$100,541

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2018: $85,030Expenses 2018: $14,429Net Income 2018: $70,6012018Revenue 2020: $61,385Expenses 2020: $86,569Net Income 2020: -$25,1842020Revenue 2021: $43,115Expenses 2021: $35,289Net Income 2021: $7,8262021Revenue 2024: $37,117Expenses 2024: $20,070Net Income 2024: $17,0472024

Highlighted filing

2024

Revenue$37,117
Expenses$20,070
Net Income$17,047

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$68,219
Mission and Program Overview

Mission

To provide a forum for consultation and assistance for physician members of the lee county medical society regarding their own mental health.

Program Services

DescriptionGrantsExpenses
THE PHYSICIAN WELLNESS PROGRAM (PWP) PROVIDES A SAFE HARBOR FOR PHYSICIANS TO ADDRESS NORMAL LIFE DIFFICULTIES IN A CONFIDENTIAL AND PROFESSIONAL ENVIRONMENT.$0$15,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE RAMIREZExecutive Director-$0--
DR SCOTT CAESARPresident-$0--
DR GAMINI SOORIVice President-$0--
DR ARIE DOSORETZSecretary-$0--
DR ASIF AZAMTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Amsa Fundraiser$26,650$10,800$16,386$-5,586
Golf Tournament$20,140$9,275$2,125$7,150
Total Events$56,495$29,780$31,102$-1,322
Filing and Contact Details

Filer

Filer Name
Lee County Medical Society Foundation
EIN
81-4328651
Phone
2399361645
Address
5781 LEE BLVD STE 208-104, LEHIGH ACRES, FL 33971

Signing Officer

Name
Julie Ramirez
Title
Executive Director
Phone
2399361645
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Markham Norton Mosteller Wright & Co
Address
8961 CONFERENCE DRIVE SUITE 1, FORT MYERS, FL 33919
Preparer
Karen Mosteller
Phone
2394335554
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 337.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: credit card reward points. Amount: 792.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: business licenses. Amount: 61. Description: merchant account fees. Amount: 433. Description: supplies. Amount: 482. Total to form 990-ez, line 16: 976.

Form 990-ez

Section 1.263(a)-1(f) de minimis safe harbor election lee county medical society foundation, inc. 5781 lee blvd., ste 208-104 lehigh acres, fl 33971 employer identification number: 81-4328651 for the year ending: december 31, 2024 lee county medical society foundation, inc. Is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from lee county medical society. Beg. Of year amount: 15,751. End of year amount: 43,736.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: foundation amex. Beg. Of year amount: 200. End of year amount: 6,298.

Raw XML Appendix229 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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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR CONSULTATION AND ASSISTANCE FOR PHYSICIAN MEMBERS OF THE LEE COUNTY MEDICAL SOCIETY REGARDING THEIR OWN MENTAL HEALTH.
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CREDIT CARD REWARDS - 2021 AMOUNT: $ 95. 2022 AMOUNT: $ 479. 2023 AMOUNT: $ 95. 2024 AMOUNT: $ 792.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/InvestmentIncomeCYPct00.00790
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CREDIT CARD REWARD POINTS. AMOUNT: 792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BUSINESS LICENSES. AMOUNT: 61. DESCRIPTION: MERCHANT ACCOUNT FEES. AMOUNT: 433. DESCRIPTION: SUPPLIES. AMOUNT: 482. TOTAL TO FORM 990-EZ, LINE 16: 976.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION LEE COUNTY MEDICAL SOCIETY FOUNDATION, INC. 5781 LEE BLVD., STE 208-104 LEHIGH ACRES, FL 33971 EMPLOYER IDENTIFICATION NUMBER: 81-4328651 FOR THE YEAR ENDING: DECEMBER 31, 2024 LEE COUNTY MEDICAL SOCIETY FOUNDATION, INC. IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DUE FROM LEE COUNTY MEDICAL SOCIETY. BEG. OF YEAR AMOUNT: 15,751. END OF YEAR AMOUNT: 43,736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: FOUNDATION AMEX. BEG. OF YEAR AMOUNT: 200. END OF YEAR AMOUNT: 6,298.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE RAMIREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02399361645
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE COUNTY MEDICAL SOCIETY FOUNDATION
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ReturnHeader/Filer/BusinessNameControlTxt0LEEC
ReturnHeader/Filer/EIN0814328651
ReturnHeader/Filer/PhoneNum02399361645
ReturnHeader/Filer/USAddress/AddressLine1Txt05781 LEE BLVD STE 208-104
ReturnHeader/Filer/USAddress/CityNm0LEHIGH ACRES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033971
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331068007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKHAM NORTON MOSTELLER WRIGHT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08961 CONFERENCE DRIVE SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum02394335554
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN MOSTELLER
ReturnHeader/ReturnTs02025-08-20T10:13:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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