TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) LAWRENCE ANTONUCCI...................................................................... PRESIDENT/CEO AND DIRECTOR (EX-OFFICIO)	59.00 ................. 1.00	X	X	696,370	13,264
(2) DONNA CLARKE...................................................................... VICE CHAIR	1.00 ................. 2.00	X	X	2,860	0
(3) DAVID COLLINS...................................................................... TREASURER	1.00 ................. 2.00	X	X	2,810	0
(4) DAVID KLEIN...................................................................... CHAIR	1.00 ................. 3.00	X	X	2,810	0
(5) DANE ALLEN...................................................................... DIRECTOR	1.00 ................. 2.00	X		2,810	0
(6) DANIEL ADLER...................................................................... DIRECTOR (END 03/25)	1.00 ................. 2.00	X		2,810	0
(7) DIANE CHAMPION...................................................................... DIRECTOR	1.00 ................. 2.00	X		2,810	0
(8) KATHLEEN BRIDGE-LILES...................................................................... DIRECTOR	1.00 ................. 2.00	X		2,810	0
(9) NANCY MCGOVERN...................................................................... DIRECTOR	1.00 ................. 2.00	X		2,810	0
(10) STEPHEN BROWN...................................................................... DIRECTOR	1.00 ................. 2.00	X		2,810	0
(11) THERESE EVERLY...................................................................... DIRECTOR	1.00 ................. 2.00	X		2,810	0
(12) WILLIAM GRUVER...................................................................... SECRETARY (BEGIN 12/24)	1.00 ................. 2.00	X	X	0	0
(13) DAVID B PRYOR...................................................................... DIRECTOR (BEGIN 08/25)	1.00 ................. 2.00	X		0	0
(14) JOSEPH CATTI...................................................................... DIRECTOR (BEGIN 02/25)	1.00 ................. 3.00	X		0	0
(15) PETER ANDRUSZKIEWICZ...................................................................... DIRECTOR (BEGIN 02/25)	1.00 ................. 2.00	X		0	0
(16) SAMIRA K BECKWITH...................................................................... DIRECTOR (BEGIN 08/25)	1.00 ................. 2.00	X		0	0
(17) BENJAMIN SPENCE...................................................................... CFO & COO	53.00 ................. 2.00		X	361,876	7,204

(A) Name and business address	(B) Description of services	(C) Compensation
QUEST DIAGNOSTICS PO BOX 822557 PHILADELPHIA,PA19182	LAB SERVICES	5,765,032
SKANSKA USA 389 INTERPACE PARKWAY 5TH FLOOR PARSIPPANY,NJ07054	CONSTRUCTION CONTRACTOR	4,545,755
TRELLISRX LLC PO BOX 7410812 CHICAGO,IL60674	PHARMACY SERVICES	4,425,366
US ANESTHESIA PARTNERS OF FL PO BOX 841069 DALLAS,TX752841069	ANESTHESIA SERVICES PROVIDER	2,861,996
AMERICAN ANESTHESIOLOGY OF FLORIDA INC PO BOX 936824 ATLANTA,GA311936824	ANESTHESIA SERVICES PROVIDER	2,480,262
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 50

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization LEE HEALTH SYSTEM INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization LEE HEALTH SYSTEM INC		Employer identification number 99-2646504

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization LEE HEALTH SYSTEM INC			Employer identification number 99-2646504
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

383,310

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

206,743

Total. Add lines 1c through 1i ....................................................................................................

590,053

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
PART II-B, LINE 1B AND PART II-B, LINE 1G, LOBBYING ACTIVITIES	LEE HEALTH SYSTEM, INC ENGAGED IN DIRECT AND GRASSROOTS ADVOCACY SUPPORTING LEGISLATIVE MEASURES TO ENHANCE COVERAGE AND PATIENT REIMBURSEMENT FOR HEALTH CARE SERVICES. EMPLOYEES, DESIGNATED ADMINISTRATIVE STAFF, AND EXTERNAL PUBLIC POLICY CONSULTANTS PARTICIPATED IN DIRECT COMMUNICATIONS, MEETINGS, AND EDUCATIONAL BRIEFINGS WITH FEDERAL AND STATE LAWMAKERS, REGULATORY AGENCIES, AND LEGISLATIVE STAFF. THE ORGANIZATION RETAINED INDEPENDENT CONSULTING FIRMS TO PROVIDE STRATEGIC GUIDANCE, MONITOR PENDING HEALTHCARE LEGISLATION, AND CONDUCT DIRECT ADVOCACY ON BEHALF OF THE HEALTH SYSTEM. THE AMOUNT ATTRIBUTABLE TO PAID STAFF OR MANAGEMENT IS $38,608 AND THE AMOUNT ATTRIBUTABLE TO INDEPENDENT CONSULTING FIRMS IS $344,703.
PART II-B, LINE 1I, LOBBYING ACTIVITIES	LEE HEALTH SYSTEM, INC PAYS MEMBERSHIP DUES TO VARIOUS HOSPITAL ASSOCIATIONS, SUCH AS THE AMERICAN HOSPITAL ASSOCIATION, AMERICA'S ESSENTIAL HOSPITALS, THE AMERICAN MEDICAL ASSOCIATION, THE SAFETY NET HOSPITAL ALLIANCE OF FLORIDA, FLORIDA HOSPITAL ASSOCIATION, INC., AND THE FLORIDA ASSOCIATION OF CHILDREN'S HOSPITALS. A PORTION OF THE MEMBERSHIP DUES IS DESIGNATED BY EACH ASSOCIATION. EACH ASSOCIATION ALLOCATES A DIFFERENT PERCENTAGE AND THE PERCENTAGE MAY VARY ANNUALLY. THE AMOUNT ATTRIBUTABLE TO THE AMERICAN HOSPITAL ASSOCIATION IS $67,290. THE AMOUNT ATTRIBUTABLE TO AMERICA'S ESSENTIAL HOSPITALS IS $18,368. THE AMOUNT ATTRIBUTABLE TO THE AMERICAN MEDICAL ASSOCIATION IS $24,855. THE AMOUNT ATTRIBUTABLE TO THE SAFETY NET HOSPITAL ALLIANCE OF FLORIDA IS $63,947. THE AMOUNT ATTRIBUTABLE TO FLORIDA HOSPITAL ASSOCIATION, INC IS $29,533. THE AMOUNT ATTRIBUTABLE TO THE FLORIDA ASSOCIATION OF CHILDREN'S HOSPITALS IS $2,750.

Return Reference

Explanation

PART II-B, LINE 1B AND PART II-B, LINE 1G, LOBBYING ACTIVITIES

LEE HEALTH SYSTEM, INC ENGAGED IN DIRECT AND GRASSROOTS ADVOCACY SUPPORTING LEGISLATIVE MEASURES TO ENHANCE COVERAGE AND PATIENT REIMBURSEMENT FOR HEALTH CARE SERVICES. EMPLOYEES, DESIGNATED ADMINISTRATIVE STAFF, AND EXTERNAL PUBLIC POLICY CONSULTANTS PARTICIPATED IN DIRECT COMMUNICATIONS, MEETINGS, AND EDUCATIONAL BRIEFINGS WITH FEDERAL AND STATE LAWMAKERS, REGULATORY AGENCIES, AND LEGISLATIVE STAFF. THE ORGANIZATION RETAINED INDEPENDENT CONSULTING FIRMS TO PROVIDE STRATEGIC GUIDANCE, MONITOR PENDING HEALTHCARE LEGISLATION, AND CONDUCT DIRECT ADVOCACY ON BEHALF OF THE HEALTH SYSTEM. THE AMOUNT ATTRIBUTABLE TO PAID STAFF OR MANAGEMENT IS $38,608 AND THE AMOUNT ATTRIBUTABLE TO INDEPENDENT CONSULTING FIRMS IS $344,703.

PART II-B, LINE 1I, LOBBYING ACTIVITIES

LEE HEALTH SYSTEM, INC PAYS MEMBERSHIP DUES TO VARIOUS HOSPITAL ASSOCIATIONS, SUCH AS THE AMERICAN HOSPITAL ASSOCIATION, AMERICA'S ESSENTIAL HOSPITALS, THE AMERICAN MEDICAL ASSOCIATION, THE SAFETY NET HOSPITAL ALLIANCE OF FLORIDA, FLORIDA HOSPITAL ASSOCIATION, INC., AND THE FLORIDA ASSOCIATION OF CHILDREN'S HOSPITALS. A PORTION OF THE MEMBERSHIP DUES IS DESIGNATED BY EACH ASSOCIATION. EACH ASSOCIATION ALLOCATES A DIFFERENT PERCENTAGE AND THE PERCENTAGE MAY VARY ANNUALLY. THE AMOUNT ATTRIBUTABLE TO THE AMERICAN HOSPITAL ASSOCIATION IS $67,290. THE AMOUNT ATTRIBUTABLE TO AMERICA'S ESSENTIAL HOSPITALS IS $18,368. THE AMOUNT ATTRIBUTABLE TO THE AMERICAN MEDICAL ASSOCIATION IS $24,855. THE AMOUNT ATTRIBUTABLE TO THE SAFETY NET HOSPITAL ALLIANCE OF FLORIDA IS $63,947. THE AMOUNT ATTRIBUTABLE TO FLORIDA HOSPITAL ASSOCIATION, INC IS $29,533. THE AMOUNT ATTRIBUTABLE TO THE FLORIDA ASSOCIATION OF CHILDREN'S HOSPITALS IS $2,750.

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	18,957,422	13,350,738	11,144,267	12,977,000	10,998,550
b	Contributions ...	1,320,517	2,831,086	1,254,742	134,279	120,890
c	Net investment earnings, gains, and losses	2,443,267	2,994,339	1,287,825	-1,635,892	2,046,915
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	452,226	218,740	336,096	331,120	189,355
f	Administrative expenses ....
g	End of year balance ......	22,268,980	18,957,423	13,350,738	11,144,267	12,977,000

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

2.708 %

Permanent endowment right arrow

97.292 %

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	195,416,318		195,416,318
b	Buildings ....	1,279,935,634	509,327,454	770,608,180
c	Leasehold improvements	44,747,978	34,419,804	10,328,174
d	Equipment ....	1,454,180,367	991,716,939	462,463,428
e	Other .....	321,134,144		321,134,144
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,759,950,244

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........	131,694	F
(2) Closely-held equity interests........
(3) Other (A) US TREASURY, GOVERNMENT & AGENCY OBLIGATIONS	45,251,605	F
(B) CORPORATE BONDS	11,526,934	F
(C) MUNICIPAL BONDS	6,437,912	F
(D) ASSET BACK SECURITIES	3,032,156	F
(E) NON-AGENCY CMBS	274,830	F
(F) SEI CORE PROPERTY FUND, LP	100,586,188	F
(G) SEI SPECIAL SITUATION FUND, LTD.	90,471,525	F
(H) SEI LH GPA FUND I, LP	12,951,190	F
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	270,664,034

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)ROU LEASES				188,441,740
(2)DUE FROM AFFILIATES				136,613,379
(3)THIRD PARTY SETTLEMENTS				72,144,702
(4)OTHER ASSETS				522,670
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				397,722,491

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
ROU LEASES	217,458,448
OTHER EMPLOYEE BENEFITS	81,731,780
HEALTH CARE ASSESSMENT PMATF	8,944,736
OTHER LIABILITIES	288,578





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	308,423,542
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

PART V, LINE 4:

97% OF ALL ENDOWMENTS ARE HELD IN RELATED ENTITY LEE MEMORIAL HEALTH SYSTEM FOUNDATION, INC (LEE HEALTH FOUNDATION). AND CONSIST OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH ARE ENTIRELY DONOR RESTRICTED. THE LEE HEALTH FOUNDATION FOLLOWS THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) ADOPTED BY THE STATE OF FLORIDA IN JULY 2012. THE REMAINING 2.7% OF ENDOWMENTS EXIST ON LEE HEALTH SYSTEM, INC. AND ARE HELD TO ADVANCE EDUCATION.

PART X, LINE 2:

LHS, HPCC, LMHH, AND THE FOUNDATION ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED FOR THESE ENTITIES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS EXCEPT FOR TAXES RELATED TO CERTAIN UNRELATED BUSINESS INCOME ENGAGED IN BY LHS. ACCESS MEDICAL SOUTH, L.C.; BEST CARE COLLABORATIVE, LLC; CB MEDICAL NORTH, LLC; CB MEDICAL SOUTH, LLC; CHI; FRL; LHH; LHI; AND LEE HEALTH HOME INFUSION, LLC ARE DISREGARDED FOR FEDERAL INCOME TAX PURPOSES AND, THEREFORE, ARE INCLUDED UNDER LHS'S TAX RETURN. LHS HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2025. LHS BELIEVES INCOME TAXES FOR REPORTING PERIODS THROUGH DECEMBER 31, 2022 ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	90,471,525
















3a	Sub-total ....	0	0		90,471,525
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		90,471,525

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

	(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement
REPATRIATION	CENTRAL AMERICA AND THE CARIBBEAN	5	555,120	CHECK
REPATRIATION	EUROPE (INCLUDING ICELAND & GREENLAND)	1	192,400	CHECK

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .		163,228,236		163,228,236	6.000 %
b	Medicaid (from Worksheet 3, column a) . . . . .		330,427,759	270,010,717	60,417,042	2.220 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .		493,655,995	270,010,717	223,645,278	8.220 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	1,397,613	12,142,889	12,142	12,130,747	0.450 %
f	Health professions education (from Worksheet 5) . . .	21,885	26,265,089		26,265,089	0.960 %
g	Subsidized health services (from Worksheet 6) . . . .		600,840		600,840	0.020 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .		982,482		982,482	0.040 %
j	Total. Other Benefits . .	1,419,498	39,991,300	12,142	39,979,158	1.470 %
k	Total. Add lines 7d and 7j .	1,419,498	533,647,295	270,022,859	263,624,436	9.690 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support			117		117	0 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development			658,152		658,152	0.020 %
9	Other
10	Total			658,269		658,269	0.020 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

314,979,462

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

1,130,553,626

Enter Medicare allowable costs of care relating to payments on line 5.....

1,832,035,421

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-701,481,795

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
11 PARAMOUNT SURGERY CENTER LLC	SURGERY CENTER	51.000 %	49.000 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?5Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)								Other (describe)	Facility reporting group
1	LEE MEMORIAL HOSPITAL 2776 CLEVELAND AVE FORT MYERS,FL33901 HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI 4186	X	X	X	X	X	X		A
2	GULF COAST MEDICAL CENTER 13681 DOCTORS WAY FORT MYERS,FL33912 HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI 4301	X	X				X		A
3	CAPE CORAL HOSPITAL 636 DEL PRADO BLVD CAPE CORAL,FL33990 HTTPS://WWW.LEEHEALTH.ORG/LOCATIONS/FI 4366	X	X		X		X		A
4	ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL 1730 NE PINE ISLAND RD CAPE CORAL,FL33909 HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATI 4542	X						REHABILITATION	B
5	ENCOMPASS HEALTH REHABILITATION HOSPITAL OF FORT MYERS 6150 MEDICAL PARK LOOP FORT MYERS,FL33912 HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATI 4565	X						REHABILITATION	C

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

Yes

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE PART V, SECTION C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE PART V, SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART V, SECTION C

The FAP application form was widely available on a website (list url):

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE PART V, SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	FACILITY REPORTING GROUP - B
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Yes

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url):

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Indicate the tax year the hospital facility last adopted an implementation strategy: 20

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

If "Yes" (list url):

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	FACILITY REPORTING GROUP - B
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART V, SECTION C

The FAP application form was widely available on a website (list url):

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE PART V, SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	FACILITY REPORTING GROUP - B
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	FACILITY REPORTING GROUP - B
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	FACILITY REPORTING GROUP - C
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Yes

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url):

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Indicate the tax year the hospital facility last adopted an implementation strategy: 20

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

If "Yes" (list url):

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	FACILITY REPORTING GROUP - C
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART V, SECTION C

The FAP application form was widely available on a website (list url):

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE PART V, SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	FACILITY REPORTING GROUP - C
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	FACILITY REPORTING GROUP - C
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
PART V, SECTION B	FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:	- FACILITY 1: LEE MEMORIAL HOSPITAL, - FACILITY 2: GULF COAST MEDICAL CENTER, - FACILITY 3: CAPE CORAL HOSPITAL
GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 2:	LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP).AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATES (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2).
GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 5:	THE CHNA INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY AND PRC ONLINE KEY INFORMANT SURVEY IN 2023), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS.THE SURVEY INSTRUMENT USED FOR THIS STUDY IS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES AND OTHER RECOGNIZED HEALTH ISSUES. THE FINAL SURVEY INSTRUMENT WAS DEVELOPED BY LEE HEALTH AND PRC AND IS SIMILAR TO THE PREVIOUS SURVEYS USED IN THE REGION, ALLOWING FOR DATA TRENDING.LEE HEALTH'S ENABLING LEGISLATION PROVIDES FOR THE ESTABLISHMENT OF A PUBLIC HEALTH SYSTEM WITH A DECLARED PUBLIC PURPOSE AND A PUBLICLY ELECTED BOARD OF DIRECTIONS, WHO ARE ELECTED BY THE RESIDENTS OF LEE COUNTY. THE STUDY AREA FOR THE SURVEY EFFORT IS MADE UP OF FOUR MARKET AREAS COMPRISING LEE COUNTY IN SOUTHWEST FLORIDA, OF WHICH 90% OF THE RESIDENTS MAKE UP LEE HEALTH'S PATIENT POPULATION. ADDITIONALLY, LEE HEALTH SERVES ALL RESIDENTS AND VISITORS IN THE FIVE-COUNTY REGION WITH EXPANDED SERVICES SUCH AS OUR CHILDREN'S HOSPITAL AND OUR TRAUMA CENTER.A PRECISE AND CAREFULLY EXECUTED METHODOLOGY IS CRITICAL IN ASSERTING THE VALIDITY OF THE RESULTS GATHERED IN THE PRC COMMUNITY HEALTH SURVEY. THUS, TO ENSURE THE BEST REPRESENTATION OF THE POPULATION SURVEYED, A MIXED-MODE METHODOLOGY WAS IMPLEMENTED. THIS INCLUDED SURVEYS CONDUCTED VIA TELEPHONE (LANDLINE AND CELL PHONE), AS WELL AS THROUGH ONLINE QUESTIONNAIRES.THE SAMPLE DESIGN USED FOR THIS EFFORT CONSISTED OF A STRATIFIED RANDOM SAMPLE OF 1,005 INDIVIDUALS AGE 18 AND OLDER IN LEE COUNTY, INCLUDING 251 IN MARKET AREA 1; 252 IN MARKET AREA 2; 251 IN MARKET AREA 3; AND 251 IN MARKET AREA 4. ONCE THE INTERVIEWS WERE COMPLETED, THESE WERE WEIGHTED IN PROPORTION TO THE ACTUAL POPULATION DISTRIBUTION SO AS TO APPROPRIATELY REPRESENT LEE COUNTY AS A WHOLE. ALL ADMINISTRATION OF THE SURVEYS, DATA COLLECTION, AND DATA ANALYSIS WAS CONDUCTED BY PRC. FOR STATISTICAL PURPOSES, THE MAXIMUM RATE OF ERROR ASSOCIATED WITH A SAMPLE SIZE OF 1,005 RESPONDENTS IS 3.1% AT THE 95 PERCENT CONFIDENCE LEVEL.IN ADDITION TO BROAD COMMUNITY INPUT THROUGH RANDOM SAMPLING, LEE HEALTH ALSO ACTIVELY SOUGHT FEEDBACK FROM KEY INFORMANTS, COMMUNITY LEADERS AND ORGANIZATION REPRESENTATIVES WHO DIRECTLY SERVE UNDERSERVED POPULATIONS. THESE INDIVIDUALS AND ORGANIZATIONS PROVIDE SERVICES TO LOW-INCOME, MINORITY, AND MEDICALLY UNDERSERVED POPULATIONS, INCLUDING THOSE FACING BARRIERS RELATED TO INCOME, ACCESS TO CARE, LANGUAGE AND CULTURAL DIFFERENCES, DISABILITY, AND BEHAVIORAL HEALTH CHALLENGES. THROUGH THEIR EXPERTISE AND DIRECT EXPERIENCE WORKING WITHIN THE COMMUNITY, THESE STAKEHOLDERS OFFERED VALUABLE INSIGHT INTO THE SPECIFIC NEEDS, BARRIERS, AND GAPS IN SERVICES AFFECTING VULNERABLE POPULATIONS, ALLOWING FOR A DEEPER AND MORE NUANCED UNDERSTANDING OF COMMUNITY HEALTH CONCERNS.LEE HEALTH ENGAGED A DIVERSE GROUP OF ORGANIZATIONS SPANNING HEALTHCARE, SOCIAL SERVICES, EDUCATION, GOVERNMENT, AND NONPROFIT SECTORS. THESE INCLUDED THE FLORIDA DEPARTMENT OF HEALTH IN LEE COUNTY, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH ORGANIZATIONS, FOOD ASSISTANCE PROGRAMS, EDUCATIONAL INSTITUTIONS, ADVOCACY GROUPS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. THIS BROAD REPRESENTATION ENSURED THAT THE CHNA CAPTURED A WIDE RANGE OF PERSPECTIVES AND REFLECTED THE NEEDS OF THE ENTIRE COMMUNITY, INCLUDING ITS MOST VULNERABLE POPULATIONS.FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS OUTLINED BELOW:ABUSE COUNSELING & TREATMENT, INC.; ALVIN A. DUBIN ALZHEIMER'S RESOURCE CENTER; ARTHREX; B & I CONTRACTORS, INC.; BJM CONSULTING, INC.; CAFE OF LIFE, INC.; CENTER FOR PROGRESS AND EXCELLENCE; CHARLOTTE BEHAVIORAL HEALTH CARE; CHILD CARE OF SOUTHWEST FLORIDA, INC.; CHILDREN'S NETWORK OF SWFL; CHRIS-TEL CONSTRUCTION; COLLABORATORY; COMMUNITY ASSISTED SUPPORTED LIVING; COMMUNITY COOPERATIVE; DAVID LAWRENCE CENTER; DEAF AND HARD OF HEARING CENTER; DISTRICT EIGHT HEALTH PLANNING COUNCIL; D-SIGNED NUTRITION, LLC; EDISON NATIONAL BANK; F.I.S.H. OF SANIBEL-CAPTIVA, INC.; FLORIDA DEPARTMENT OF HEALTH LEE COUNTY; FLORIDA GULF COAST UNIVERSITY; GOLISANO CHILDREN'S HOSPITAL; GOLISANO CHILDREN'S HOSPITAL/PEDIATRIC ENT; GUARDIAN AD LITEM FOUNDATION; HARRY CHAPIN FOOD BANK; HEALTHY START OF SOUTHWEST FLORIDA; HODGES UNIVERSITY; HOPE CLUBHOUSE; HOPE HEALTHCARE SERVICES; INTERFAITH CHARITIES OF SOUTH LEE; LARC, INC.; LCH BOARD OF DIRECTORS; LEE COMMUNITY HEALTHCARE; LEE COUNTY; LEE COUNTY GOVERNMENT; LEE COUNTY MEDICAL SOCIETY; LEE ECONOMIC DEVELOPMENT OFFICE; LEE HEALTH; LEE HEALTH FOUNDATION; LEE PHYSICIAN GROUP; MARCH OF DIMES; MARKHAM NORTON MOSTELLER WRIGHT & CO. PA; MCGRIFF INSURANCE SERVICES; MILLENNIUM PHYSICIAN GROUP; MINNESOTA TWINS BASEBALL; PARK ROYAL HOSPITAL; PHYSICIANS PRIMARY CARE; PHYSICIANS PRIMARY CARE OB-GYN; PHYSICIANS PRIMARY CARE, COMMUNITY HEALTH IMPROVEMENT (CHI) COMMITTEE (A COMMITTEE OF THE LEE HEALTH BOARD); PREMIER MOBILE; PRICEWATERHOUSECOOPERS LLP; PRIORITY MARKETING; PRIVATE PRACTICE,; QUALITY LIFE CENTER; SALUSCARE, INC.; SHELL POINT RETIREMENT COMMUNITY; STEVENS CONSTRUCTION, INC.; STILLWELL ENTERPRISES; STUDIO+; THE HEIGHTS CENTER, INC.; THE LEE COUNTY COALITION FOR A DRUG-FREE SOUTHWEST FLORIDA; THE SANIBEL CAPTIVA TRUST COMPANY; UNITED WAY LEE, HENDRY, GLADES; VALERIE'S HOUSE; VILLAGE OF ESTERO
GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 6A:	- LEE MEMORIAL HOSPITAL- GULF COAST MEDICAL CENTER- CAPE CORAL HOSPITAL
GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 6B:	THIS ASSESSMENT PART OF A LARGER, COUNTYWIDE ASSESSMENT EFFORT BY LEE HEALTH WAS CONDUCTED ON BEHALF OF LEE MEMORIAL HOSPITAL BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS IN HUNDREDS OF COMMUNITIES ACROSS THE UNITED STATES SINCE 1994.
GROUP A-FACILITY 1 -- LEE MEMORIAL HOSPITAL PART V, SECTION B, LINE 11:	MARKET AREA 2 WAS IDENTIFIED AS DEMONSTRATING THE GREATEST NEED, WITH SIGNIFICANT HEALTH DISPARITIES INCLUDING HIGHER RATES OF ACTIVITY LIMITATIONS DUE TO PHYSICAL, MENTAL, OR EMOTIONAL CONDITIONS; INCREASED REPORTS OF DRINKING AND DRIVING AND ILLICIT DRUG USE; ELEVATED LEVELS OF STRESS AND UNMET MENTAL HEALTH TREATMENT NEEDS; AND HIGHER LEVELS OF FOOD INSECURITY. THE AREA ALSO SHOWS A HIGHER PREVALENCE OF BORDERLINE OR PREDIABETES, HIGH BLOOD PRESSURE, AND EMERGENCY ROOM UTILIZATION, ALONG WITH LOWER RATES OF MAMMOGRAM SCREENINGS. RESIDENTS REPORT GREATER BARRIERS TO ACCESSING CARE, INCLUDING COST, APPOINTMENT AVAILABILITY, DIFFICULTY FINDING A PHYSICIAN, AND LANGUAGE OR CULTURAL CHALLENGES. ADDITIONALLY, MARKET AREA 2 REPORTS HIGHER RATES OF SMOKING AND DOMESTIC OR FAMILY VIOLENCE, FURTHER HIGHLIGHTING THE ELEVATED LEVEL OF NEED WITHIN THIS COMMUNITY.ACROSS LEE HEALTH'S HOSPITAL FACILITIES, SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH THE MOST RECENT CHNA ARE BEING ADDRESSED THROUGH COORDINATED EFFORTS TAILORED TO EACH MARKET AREA. WHILE PRIORITY AREAS VARY BY FACILITY, COMMON FOCUS AREAS INCLUDE ACCESS TO HEALTHCARE, MENTAL HEALTH AND SUBSTANCE USE, CHRONIC DISEASE PREVENTION (INCLUDING HEART DISEASE, STROKE, AND DIABETES), AND IMPROVING NUTRITION, PHYSICAL ACTIVITY, AND OVERALL WELLNESS. ADDITIONAL NEEDS SUCH AS DISABLING CONDITIONS, INJURY AND VIOLENCE PREVENTION, CANCER, INFANT HEALTH & FAMILY PLANNING, ORAL HEALTH, AND TOBACCO USE, AND RESPIRATORY HEALTH ARE ALSO ADDRESSED IN MARKETS WHERE THOSE CONCERNS ARE MOST PREVALENT.WHILE LEE MEMORIAL HOSPITAL IS NOT DIRECTLY ADDRESSING ALL NEEDS IDENTIFIED, LEE HEALTH AS A SYSTEM IS ADDRESSING ALL IDENTIFIED PRIORITY NEEDS. EFFORTS ARE IMPLEMENTED BOTH AT THE FACILITY LEVEL AND THROUGH SYSTEM-WIDE INITIATIVES TO ENSURE A COMPREHENSIVE APPROACH TO IMPROVING COMMUNITY HEALTH OUTCOMES. LEE HEALTH CONTINUES TO MONITOR PROGRESS AND ADAPT ITS WORK TO MEET EVOLVING COMMUNITY NEEDS.THE FOLLOWING PRIORITIES ARE ADDRESSED IN OUR IMPLEMENTATION PLAN:ACCESS TO HEALTHCARE SERVICES:STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: PROVIDE SCREENINGS, EDUCATION, AND REFERRALS AT COMMUNITY HEALTH FAIR EVENTSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: MULTI-EVENT COMMUNITY OUTREACH IS ONGOING WITH CONTINUED COLLABORATION WITH COMMUNITY PARTNERS AND ORGANIZATIONS. THE FINDHELP PLATFORM HAS BEEN INTRODUCED, AND OPERATIONAL TEAMS ARE ACTIVELY INITIATING REFERRALS TO COMMUNITY-BASED ORGANIZATIONS.STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: SUPPORT MOBILE MEDICAL CARE OPPORTUNITIES WITH COMMUNITY PARTNER ORGANIZATIONSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: LAUNCHED MICROGRANTS AND MOBILE MEDICAL CLINIC TO EXPAND ACCESS TO CARE.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT TELEHEALTH SERVICES IN COMMUNITY SETTINGS AND CLINICSEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: TELEHEALTH HUB IMPLEMENTED AT HARLEM HEIGHTS CENTER WITH PROVISION OF ONE FREE URGENT CARE VISIT PER PATIENT; ADDITIONAL CLINIC ADDED AT FRANKLIN PARK ELEMENTARY SCHOOL; NEIGHBORHOOD LIAISON PROGRAM UNDERWAY.CARDIOVASCULAR & RESPIRATORY CONDITIONS:STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: RELAUNCH BARBERSHOP/BEAUTY SALON WELLNESS PROGRAMS IN UNDERSERVED AREASEVALUATION/METRICS: NUMBER OF PARTICIPANTS; DECREASED NUMBER OF NO-SHOWS; REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: EXPANDED TO ADDITIONAL BARBERSHOP LOCATION; VOLUNTEERS TRAINED; MONTHLY PROGRAMMING IMPLEMENTED WITH ROTATING HEALTH TOPICS; AMERICAN HEART ASSOCIATION EQUIPMENT IN USE AND DATA TRACKING FORMS ACTIVELY UTILIZED.STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: LEVERAGE AND ELEVATE COMMUNITY CARE OUTREACH PROGRAMEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: CONSISTENT CO-FACILITATION OF WELLNESS PROGRAMMING; EXPANDED COLLABORATION WITH COMMUNITY AGENCIES AND ORGANIZATIONS; SERVICES INCLUDE SNAP EDUCATION, WIC EDUCATION, CHRONIC DISEASE REFERRALS, AND CONNECTIONS TO LOCAL FOOD RESOURCES.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: EXPAND VIRTUAL EDUCATION (CLASSES, PODCASTS)EVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: HEALTHY LIFE CENTER CLASSES AND INTERNAL PODCASTS CONTINUE TO PROVIDE EDUCATION ON PREVENTATIVE CARE, SCREENINGS, COOKING DEMONSTRATIONS, AND HEALTHCARE NAVIGATION, WITH EXPANSION INTO HYBRID PROGRAMMING.STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: SUPPORT VAPING AND TOBACCO PREVENTION EDUCATION PROGRAMS TARGETING YOUTHEVALUATION/METRICS: NUMBER OF SCHOOLS INVOLVED IN PROGRAMS; NUMBER OF STUDENTS REACHEDCURRENT PROGRESS: GATEWAY DRUG EDUCATION PROVIDED IN SCHOOLS, AFTER-SCHOOL PROGRAMS, AND SUMMER CAMPS; PROGRAMS DELIVERED ACROSS MULTIPLE COUNTIES; UPDATED CURRICULUM IMPLEMENTED WITH SCHOOL RESOURCE OFFICERS AND COMMUNITY PARTNERS.MENTAL HEALTH & SUBSTANCE USE DISORDER:STRATEGY: IMPROVE RATIO OF MENTAL HEALTH PROVIDERS AND SERVICES TO REGIONAL NEEDTACTIC: EXPAND BEHAVIORAL HEALTH EDUCATION, SERVICES, ADVOCACY, COLLABORATIONS, AND INTEGRATED CAREEVALUATION/METRICS: NUMBER OF PROVIDERS RECRUITED AND TRAINED; NUMBER OF GRADUATE STUDENTS TRAINED; NUMBER OF NARCAN DISTRIBUTED; INCREASED NUMBER OF BEHAVIORAL HEALTH PROGRAMS/RESOURCES; ENGAGEMENT DATA FOR BEHAVIORAL HEALTH PROGRAMSCURRENT PROGRESS: BEHAVIORAL HEALTH EXPANDED THROUGH INTEGRATION INTO PRIMARY CARE SETTINGS, WITH PSYCHOLOGISTS EMBEDDED IN MULTIPLE LOCATIONS; EXPANDED ROLES FOR LICENSED CLINICIANS; ADDITIONAL PROVIDERS AND FUNDING SECURED.STRATEGY: SUPPORT INITIATIVES TO PREVENT SUBSTANCE USE AND IDENTIFY SUPPORT SERVICESTACTIC: MONITOR DATA, EXPAND PREVENTION AND TREATMENT PROGRAMS, AND STRENGTHEN PEER SUPPORTEVALUATION/METRICS: NUMBER OF OVERDOSES; NUMBER OF NEAR DEATHS; NUMBER OF DEATHS; NUMBER OF OVERDOSE TRANSPORTS; INCREASED VISIT VOLUME; INCREASED ED VISITS; INCREASED CARE MANAGEMENT TOUCHESCURRENT PROGRESS: ONGOING MONITORING OF TRAUMA AND COUNTY-LEVEL SUBSTANCE USE DATA; EXPANDED COMMUNITY EDUCATION EFFORTS; WIDESPREAD NARCAN DISTRIBUTION; PEER SUPPORT SERVICES EXPANDED WITH ADDITIONAL SPECIALISTS AND NAVIGATORS; ACTIVE COLLABORATION WITH COMMUNITY RECOVERY ORGANIZATIONS.NUTRITION, PHYSICAL ACTIVITY, & WEIGHT:STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: PROVIDE NUTRITION GUIDELINES EDUCATIONEVALUATION/METRICS: BMI MONITORINGCURRENT PROGRESS: 5210 CAMPAIGN REMAINS ACTIVE AND INTEGRATED INTO COMMUNITY EDUCATION; MARKETING MATERIALS UNDER REVIEW; HEALTH LITERACY NUTRITION VIDEOS IMPLEMENTED IN PROVIDER OFFICES AND SHARED VIA SOCIAL MEDIA PLATFORMS.STRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: EXPLORE CREATION OF HEALTHY NEIGHBORHOOD STORES WITH COMMUNITY PARTNERSEVALUATION/METRICS: LEARN FROM DATA COLLECTION AND EVALUATION PROCESSES; BMI MONITORINGSTRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: CONDUCT HEALTHY COOKING DEMONSTRATIONS ALONGSIDE FOOD DISTRIBUTION EVENTSEVALUATION/METRICS: ENGAGEMENT DATA FOR COOKING DEMONSTRATIONS; NUMBER OF FOOD DISTRIBUTION/COOKING DEMONSTRATION EVENTSCURRENT PROGRESS: HEALTHY LIFE CENTER EXPANDED REGISTERED DIETITIAN OUTREACH; ONGOING COOKING DEMONSTRATIONS AND NUTRITION EDUCATION SESSIONS CONDUCTED AT COMMUNITY SITES; PARTNERSHIPS STRENGTHENED TO SUPPORT COMMUNITY-BASED PROGRAMMING AND ENGAGEMENT.STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: REINVIGORATE 5210 CAMPAIGN AND RESOURCESEVALUATION/METRICS: NUMBER OF NEW LOCATIONS DISTRIBUTING 5210 RESOURCES; NUMBER OF CURRENT LOCATIONS DISTRIBUTING 5210 RESOURCESCURRENT PROGRESS: 5210 PROGRAM REMAINS ACTIVE ACROSS COMMUNITY SETTINGS WITH CONTINUED DISTRIBUTION, INTEGRATION INTO EDUCATIONAL PROGRAMMING, AND ALIGNMENT WITH HEALTHCARE AND COMMUNITY PARTNERS.
GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 2:	LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP).AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATES (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2).
GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 5:	THE CHNA INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY AND PRC ONLINE KEY INFORMANT SURVEY IN 2023), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS.THE SURVEY INSTRUMENT USED FOR THIS STUDY IS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES AND OTHER RECOGNIZED HEALTH ISSUES. THE FINAL SURVEY INSTRUMENT WAS DEVELOPED BY LEE HEALTH AND PRC AND IS SIMILAR TO THE PREVIOUS SURVEYS USED IN THE REGION, ALLOWING FOR DATA TRENDING.LEE HEALTH'S ENABLING LEGISLATION PROVIDES FOR THE ESTABLISHMENT OF A PUBLIC HEALTH SYSTEM WITH A DECLARED PUBLIC PURPOSE AND A PUBLICLY ELECTED BOARD OF DIRECTIONS, WHO ARE ELECTED BY THE RESIDENTS OF LEE COUNTY. THE STUDY AREA FOR THE SURVEY EFFORT IS MADE UP OF FOUR MARKET AREAS COMPRISING LEE COUNTY IN SOUTHWEST FLORIDA, OF WHICH 90% OF THE RESIDENTS MAKE UP LEE HEALTH'S PATIENT POPULATION. ADDITIONALLY, LEE HEALTH SERVES ALL RESIDENTS AND VISITORS IN THE FIVE-COUNTY REGION WITH EXPANDED SERVICES SUCH AS OUR CHILDREN'S HOSPITAL AND OUR TRAUMA CENTER.A PRECISE AND CAREFULLY EXECUTED METHODOLOGY IS CRITICAL IN ASSERTING THE VALIDITY OF THE RESULTS GATHERED IN THE PRC COMMUNITY HEALTH SURVEY. THUS, TO ENSURE THE BEST REPRESENTATION OF THE POPULATION SURVEYED, A MIXED-MODE METHODOLOGY WAS IMPLEMENTED. THIS INCLUDED SURVEYS CONDUCTED VIA TELEPHONE (LANDLINE AND CELL PHONE), AS WELL AS THROUGH ONLINE QUESTIONNAIRES. THE SAMPLE DESIGN USED FOR THIS EFFORT CONSISTED OF A STRATIFIED RANDOM SAMPLE OF 1,005 INDIVIDUALS AGE 18 AND OLDER IN LEE COUNTY, INCLUDING 251 IN MARKET AREA 1; 252 IN MARKET AREA 2; 251 IN MARKET AREA 3; AND 251 IN MARKET AREA 4. ONCE THE INTERVIEWS WERE COMPLETED, THESE WERE WEIGHTED IN PROPORTION TO THE ACTUAL POPULATION DISTRIBUTION SO AS TO APPROPRIATELY REPRESENT LEE COUNTY AS A WHOLE. ALL ADMINISTRATION OF THE SURVEYS, DATA COLLECTION, AND DATA ANALYSIS WAS CONDUCTED BY PRC. FOR STATISTICAL PURPOSES, THE MAXIMUM RATE OF ERROR ASSOCIATED WITH A SAMPLE SIZE OF 1,005 RESPONDENTS IS 3.1% AT THE 95 PERCENT CONFIDENCE LEVEL.IN ADDITION TO BROAD COMMUNITY INPUT THROUGH RANDOM SAMPLING, LEE HEALTH ALSO ACTIVELY SOUGHT FEEDBACK FROM KEY INFORMANTS, COMMUNITY LEADERS AND ORGANIZATION REPRESENTATIVES WHO DIRECTLY SERVE UNDERSERVED POPULATIONS. THESE INDIVIDUALS AND ORGANIZATIONS PROVIDE SERVICES TO LOW-INCOME, MINORITY, AND MEDICALLY UNDERSERVED POPULATIONS, INCLUDING THOSE FACING BARRIERS RELATED TO INCOME, ACCESS TO CARE, LANGUAGE AND CULTURAL DIFFERENCES, DISABILITY, AND BEHAVIORAL HEALTH CHALLENGES. THROUGH THEIR EXPERTISE AND DIRECT EXPERIENCE WORKING WITHIN THE COMMUNITY, THESE STAKEHOLDERS OFFERED VALUABLE INSIGHT INTO THE SPECIFIC NEEDS, BARRIERS, AND GAPS IN SERVICES AFFECTING VULNERABLE POPULATIONS, ALLOWING FOR A DEEPER AND MORE NUANCED UNDERSTANDING OF COMMUNITY HEALTH CONCERNS.LEE HEALTH ENGAGED A DIVERSE GROUP OF ORGANIZATIONS SPANNING HEALTHCARE, SOCIAL SERVICES, EDUCATION, GOVERNMENT, AND NONPROFIT SECTORS. THESE INCLUDED THE FLORIDA DEPARTMENT OF HEALTH IN LEE COUNTY, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH ORGANIZATIONS, FOOD ASSISTANCE PROGRAMS, EDUCATIONAL INSTITUTIONS, ADVOCACY GROUPS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. THIS BROAD REPRESENTATION ENSURED THAT THE CHNA CAPTURED A WIDE RANGE OF PERSPECTIVES AND REFLECTED THE NEEDS OF THE ENTIRE COMMUNITY, INCLUDING ITS MOST VULNERABLE POPULATIONS.FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS OUTLINED BELOW:ABUSE COUNSELING & TREATMENT, INC.; ALVIN A. DUBIN ALZHEIMER'S RESOURCE CENTER; ARTHREX; B & I CONTRACTORS, INC.; BJM CONSULTING, INC.; CAFE OF LIFE, INC.; CENTER FOR PROGRESS AND EXCELLENCE; CHARLOTTE BEHAVIORAL HEALTH CARE; CHILD CARE OF SOUTHWEST FLORIDA, INC.; CHILDREN'S NETWORK OF SWFL; CHRIS-TEL CONSTRUCTION; COLLABORATORY; COMMUNITY ASSISTED SUPPORTED LIVING; COMMUNITY COOPERATIVE; DAVID LAWRENCE CENTER; DEAF AND HARD OF HEARING CENTER; DISTRICT EIGHT HEALTH PLANNING COUNCIL; D-SIGNED NUTRITION, LLC; EDISON NATIONAL BANK; F.I.S.H. OF SANIBEL-CAPTIVA, INC.; FLORIDA DEPARTMENT OF HEALTH LEE COUNTY; FLORIDA GULF COAST UNIVERSITY; GOLISANO CHILDREN'S HOSPITAL; GOLISANO CHILDREN'S HOSPITAL/PEDIATRIC ENT; GUARDIAN AD LITEM FOUNDATION; HARRY CHAPIN FOOD BANK; HEALTHY START OF SOUTHWEST FLORIDA; HODGES UNIVERSITY; HOPE CLUBHOUSE; HOPE HEALTHCARE SERVICES; INTERFAITH CHARITIES OF SOUTH LEE; LARC, INC.; LCH BOARD OF DIRECTORS; LEE COMMUNITY HEALTHCARE; LEE COUNTY; LEE COUNTY GOVERNMENT; LEE COUNTY MEDICAL SOCIETY; LEE ECONOMIC DEVELOPMENT OFFICE; LEE HEALTH; LEE HEALTH FOUNDATION; LEE PHYSICIAN GROUP; MARCH OF DIMES; MARKHAM NORTON MOSTELLER WRIGHT & CO. PA; MCGRIFF INSURANCE SERVICES; MILLENNIUM PHYSICIAN GROUP; MINNESOTA TWINS BASEBALL; PARK ROYAL HOSPITAL; PHYSICIANS PRIMARY CARE; PHYSICIANS PRIMARY CARE OB-GYN; PHYSICIANS PRIMARY CARE, COMMUNITY HEALTH IMPROVEMENT (CHI) COMMITTEE (A COMMITTEE OF THE LEE HEALTH BOARD); PREMIER MOBILE; PRICEWATERHOUSECOOPERS LLP; PRIORITY MARKETING; PRIVATE PRACTICE,; QUALITY LIFE CENTER; SALUSCARE, INC.; SHELL POINT RETIREMENT COMMUNITY; STEVENS CONSTRUCTION, INC.; STILLWELL ENTERPRISES; STUDIO+; THE HEIGHTS CENTER, INC.; THE LEE COUNTY COALITION FOR A DRUG-FREE SOUTHWEST FLORIDA; THE SANIBEL CAPTIVA TRUST COMPANY; UNITED WAY LEE, HENDRY, GLADES; VALERIE'S HOUSE; VILLAGE OF ESTERO
GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 6A:	- LEE MEMORIAL HOSPITAL- GULF COAST MEDICAL CENTER- CAPE CORAL HOSPITAL
GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 6B:	THIS ASSESSMENT PART OF A LARGER, COUNTYWIDE ASSESSMENT EFFORT BY LEE HEALTH WAS CONDUCTED ON BEHALF OF LEE MEMORIAL HOSPITAL BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS IN HUNDREDS OF COMMUNITIES ACROSS THE UNITED STATES SINCE 1994.
GROUP A-FACILITY 2 -- GULF COAST MEDICAL CENTER PART V, SECTION B, LINE 11:	THIS FACILITY'S GREATEST HEALTH PRIORITIES INCLUDE ACCESS TO HEALTHCARE SERVICES, HEART DISEASE AND STROKE, SUBSTANCE USE, RESPIRATORY DISEASE, NUTRITION, PHYSICAL ACTIVITY AND WEIGHT, AND MENTAL HEALTH. MARKET AREA 3 WAS IDENTIFIED AS DEMONSTRATING THE GREATEST LEVEL OF NEED, WITH NOTABLE HEALTH DISPARITIES ACROSS SEVERAL KEY INDICATORS. RESIDENTS IN THIS AREA REPORT THE HIGHEST RATES OF SEEKING HELP FOR ALCOHOL OR DRUG PROBLEMS, AS WELL AS THE HIGHEST PROPORTION RATING LOCAL HEALTHCARE SERVICES AS "FAIR OR "POOR." THE PREVALENCE OF ASTHMA IS ALSO HIGHER IN THIS MARKET, ALONG WITH INCREASED EXPOSURE TO SECONDHAND SMOKE. BEHAVIORAL RISK FACTORS ARE REFLECTED IN HIGHER CONSUMPTION OF SUGAR-SWEETENED BEVERAGES AND MORE FREQUENT REPORTS OF TEXTING WHILE DRIVING. ADDITIONALLY, MARKET AREA 3 REPORTS LOWER ENGAGEMENT IN MENTAL HEALTH SERVICES AMONG HOUSEHOLD MEMBERS, FURTHER HIGHLIGHTING GAPS IN ACCESS AND UTILIZATION.ADDITIONAL NEEDS SUCH AS DISABLING CONDITIONS, INJURY AND VIOLENCE PREVENTION, CANCER, HEART DISEASE & STROKE, INFANT HEALTH & FAMILY PLANNING, ORAL HEALTH, AND TOBACCO USE, AND RESPIRATORY HEALTH ARE ALSO ADDRESSED IN MARKETS WHERE THOSE CONCERNS ARE MOST PREVALENT.WHILE GULF COAST MEDICAL CENTER IS NOT DIRECTLY ADDRESSING ALL NEEDS IDENTIFIED, LEE HEALTH AS A SYSTEM IS ADDRESSING ALL IDENTIFIED PRIORITY NEEDS. EFFORTS ARE IMPLEMENTED BOTH AT THE FACILITY LEVEL AND THROUGH SYSTEM-WIDE INITIATIVES TO ENSURE A COMPREHENSIVE APPROACH TO IMPROVING COMMUNITY HEALTH OUTCOMES. LEE HEALTH CONTINUES TO MONITOR PROGRESS AND ADAPT ITS WORK TO MEET EVOLVING COMMUNITY NEEDS.THE FOLLOWING PRIORITIES ARE ADDRESSED IN OUR IMPLEMENTATION PLAN:ACCESS TO HEALTHCARE SERVICES:STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESS FOR UNINSURED AND UNDERREPRESENTED POPULATIONSTACTIC: LEVERAGE COMPLEX CARE CENTER, COMMUNITY CARE OUTREACH, CARE MANAGEMENT, AND SNF COLLABORATIVE; SUPPORT SYSTEM NAVIGATION VIA SCHEDULERSEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: SERVICES INCLUDE EDUCATION ON THE FINANCIAL ASSISTANCE PROGRAM, DISABILITY APPLICATION SUPPORT, AND MEDICATION EDUCATION. WECARE AND UNITED WAY COLLABORATION SUPPORTS REFERRALS AND TRANSPORTATION COORDINATION FOR DISADVANTAGED PATIENTS.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: PRIORITIZE CULTURAL COMPETENCY AND REDUCE LANGUAGE BARRIERS IN PROVIDER NETWORKEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: ALL OFFICES EQUIPPED WITH MARTTI INTERPRETATION TECHNOLOGY; MYCHART LANDING PAGE AVAILABLE IN SPANISH; KEY DOCUMENTS TRANSLATED INTO ADDITIONAL LANGUAGES.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: DEPLOY FAMILY MEDICINE RESIDENCY PROGRAM AND LCH CLINICIANS IN LOW-ACCESS AREASEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: FAMILY MEDICINE RESIDENTS CONSISTENTLY ACTIVE IN BARBERSHOP WELLNESS EVENTS AND OTHER COMMUNITY HEALTH PROGRAMMING; EXPANDED CLINICIAN PRESENCE IN COMMUNITY-BASED LOCATIONS.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT DIGITAL STRATEGY FOR ONLINE APPOINTMENT SCHEDULINGEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: CONTINUED TRACKING OF OUTCOMES THROUGH DIGITAL TOOLS AND WIDGETS; EXPANSION OF DIGITAL HEALTH STRATEGIES AT COMMUNITY EVENTS AND OUTREACH INITIATIVES.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT SYSTEM-WIDE FRONT DOOR STRATEGY AND INITIATIVESEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: ADDED PRIMARY CARE LOCATIONS AND EXPANDED BY OVER PRIMARY CARE PROVIDERS; EMBEDDED PSYCHOLOGISTS IN PRIMARY CARE PRACTICES; DEVELOPED CHRONIC CARE MANAGEMENT PATHWAYS FOR CONDITIONS SUCH AS DIABETES AND HYPERTENSION.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT WORKFORCE DEVELOPMENT EFFORTS (E.G., NURSE NAVIGATORS)EVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: EXPANDED REGIONAL ACADEMIC AND COMMUNITY PARTNERSHIPS; ESTABLISHED STRUCTURED CAREER PATHWAYS, INTERNSHIPS, AND JOB SHADOWING OPPORTUNITIES; LAUNCHED MEDICAL ASSISTANT PATHWAY PROGRAM; CONTINUED CAREER FAIRS, STEM ENGAGEMENT, AND WORKFORCE TRAINING INITIATIVES.STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: PROVIDE SCREENINGS, EDUCATION, AND REFERRALS AT HEALTH FAIR EVENTSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: ONGOING MULTI-EVENT COMMUNITY OUTREACH WITH CONTINUED COLLABORATION ACROSS COMMUNITY PARTNERS AND ORGANIZATIONS.STRATEGY: SUPPORT EXTERNAL PARTNERSHIPS TO PROVIDE COMMUNITY-BASED CARETACTIC: SUPPORT MOBILE MEDICAL CARE OPPORTUNITIES WITH PARTNERSEVALUATION/METRICS: NUMBER OF SCREENINGS AND REFERRALS PROVIDED; NUMBER OF COMMUNITY HEALTH FAIR EVENTS LAUNCHEDCURRENT PROGRESS: COMPLEX CARE AND OUTREACH SERVICES CONNECTED WITH MOBILE HEALTH PARTNERS TO EXPAND CARE ACCESS AND SERVICE DELIVERY IN UNDERSERVED AREAS.STRATEGY: LEVERAGE INTERNAL RESOURCES TO REDUCE BARRIERS TO HEALTHCARE ACCESSTACTIC: SUPPORT TELEHEALTH SERVICES IN COMMUNITY SETTINGS AND CLINICSEVALUATION/METRICS: AVERAGE TIME UNTIL NEXT AVAILABLE APPOINTMENT; NUMBER OF APPOINTMENTS AND REFERRALS; NUMBER OF APPOINTMENTS SCHEDULED VIA WEBSITE; NUMBER OF TELEHEALTH APPOINTMENTS; COMPLEX CARE APPOINTMENTS AND REFERRALS; CAHPS PATIENT EXPERIENCE MEASURES; NUMBER OF PERSONS REACHED AT WORKFORCE DEVELOPMENT OUTREACH EVENTSCURRENT PROGRESS: TELEHEALTH HUB IMPLEMENTED AT HARLEM HEIGHTS CENTER; ONE FREE URGENT CARE VISIT PROVISIONED PER PATIENT; ADDITIONAL CLINIC ADDED AT FRANKLIN PARK ELEMENTARY SCHOOL; NEIGHBORHOOD LIAISON PROGRAM UNDERWAY.CARDIOVASCULAR & RESPIRATORY CONDITIONS:STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: LEVERAGE AND ELEVATE COMMUNITY CARE OUTREACH PROGRAMEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: ONGOING COLLABORATION WITH COMMUNITY AGENCIES, CHURCHES, AND NATIONAL PARTNERS; SERVICES INCLUDE SNAP EDUCATION, WIC SUPPORT, CHRONIC DISEASE REFERRALS, DIETITIAN CONNECTIONS, AND ACCESS TO LOCAL FOOD RESOURCES.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: EXPAND VIRTUAL EDUCATION (CLASSES, PODCASTS)EVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: HEALTHY LIFE CENTER VIRTUAL CLASSES AND PODCAST PROGRAMMING CONTINUE, WITH EXPANDED HYBRID EDUCATION COVERING PREVENTATIVE CARE, COOKING DEMONSTRATIONS, SCREENINGS, AND NAVIGATION SUPPORT.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: INCREASE STROKE EDUCATION RESOURCES AT COMMUNITY EVENTSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: STROKE EDUCATION MATERIALS EXPANDED ACROSS COMMUNITY EVENTS, FAITH-BASED GATHERINGS, AND HEALTH FAIRS; INCREASED COLLABORATION ACROSS CLINICAL AND OUTREACH TEAMS.SEE CONTINUTION IN PART V, SECTION C
GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 2:	LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP).AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATES (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2).
GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 5:	THE CHNA INCORPORATES DATA FROM MULTIPLE SOURCES, INCLUDING PRIMARY RESEARCH (THROUGH THE PRC COMMUNITY HEALTH SURVEY AND PRC ONLINE KEY INFORMANT SURVEY IN 2023), AS WELL AS SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). IT ALSO ALLOWS FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. THE SURVEY INSTRUMENT USED FOR THIS STUDY IS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES AND OTHER RECOGNIZED HEALTH ISSUES. THE FINAL SURVEY INSTRUMENT WAS DEVELOPED BY LEE HEALTH AND PRC AND IS SIMILAR TO THE PREVIOUS SURVEYS USED IN THE REGION, ALLOWING FOR DATA TRENDING.LEE HEALTH'S ENABLING LEGISLATION PROVIDES FOR THE ESTABLISHMENT OF A PUBLIC HEALTH SYSTEM WITH A DECLARED PUBLIC PURPOSE AND A PUBLICLY ELECTED BOARD OF DIRECTIONS, WHO ARE ELECTED BY THE RESIDENTS OF LEE COUNTY. THE STUDY AREA FOR THE SURVEY EFFORT IS MADE UP OF FOUR MARKET AREAS COMPRISING LEE COUNTY IN SOUTHWEST FLORIDA, OF WHICH 90% OF THE RESIDENTS MAKE UP LEE HEALTH'S PATIENT POPULATION. ADDITIONALLY, LEE HEALTH SERVES ALL RESIDENTS AND VISITORS IN THE FIVE-COUNTY REGION WITH EXPANDED SERVICES SUCH AS OUR CHILDREN'S HOSPITAL AND OUR TRAUMA CENTER.A PRECISE AND CAREFULLY EXECUTED METHODOLOGY IS CRITICAL IN ASSERTING THE VALIDITY OF THE RESULTS GATHERED IN THE PRC COMMUNITY HEALTH SURVEY. THUS, TO ENSURE THE BEST REPRESENTATION OF THE POPULATION SURVEYED, A MIXED-MODE METHODOLOGY WAS IMPLEMENTED. THIS INCLUDED SURVEYS CONDUCTED VIA TELEPHONE (LANDLINE AND CELL PHONE), AS WELL AS THROUGH ONLINE QUESTIONNAIRES. THE SAMPLE DESIGN USED FOR THIS EFFORT CONSISTED OF A STRATIFIED RANDOM SAMPLE OF 1,005 INDIVIDUALS AGE 18 AND OLDER IN LEE COUNTY, INCLUDING 251 IN MARKET AREA 1; 252 IN MARKET AREA 2; 251 IN MARKET AREA 3; AND 251 IN MARKET AREA 4. ONCE THE INTERVIEWS WERE COMPLETED, THESE WERE WEIGHTED IN PROPORTION TO THE ACTUAL POPULATION DISTRIBUTION SO AS TO APPROPRIATELY REPRESENT LEE COUNTY AS A WHOLE. ALL ADMINISTRATION OF THE SURVEYS, DATA COLLECTION, AND DATA ANALYSIS WAS CONDUCTED BY PRC. FOR STATISTICAL PURPOSES, THE MAXIMUM RATE OF ERROR ASSOCIATED WITH A SAMPLE SIZE OF 1,005 RESPONDENTS IS 3.1% AT THE 95 PERCENT CONFIDENCE LEVEL.IN ADDITION TO BROAD COMMUNITY INPUT THROUGH RANDOM SAMPLING, LEE HEALTH ALSO ACTIVELY SOUGHT FEEDBACK FROM KEY INFORMANTS, COMMUNITY LEADERS AND ORGANIZATION REPRESENTATIVES WHO DIRECTLY SERVE UNDERSERVED POPULATIONS. THESE INDIVIDUALS AND ORGANIZATIONS PROVIDE SERVICES TO LOW-INCOME, MINORITY, AND MEDICALLY UNDERSERVED POPULATIONS, INCLUDING THOSE FACING BARRIERS RELATED TO INCOME, ACCESS TO CARE, LANGUAGE AND CULTURAL DIFFERENCES, DISABILITY, AND BEHAVIORAL HEALTH CHALLENGES. THROUGH THEIR EXPERTISE AND DIRECT EXPERIENCE WORKING WITHIN THE COMMUNITY, THESE STAKEHOLDERS OFFERED VALUABLE INSIGHT INTO THE SPECIFIC NEEDS, BARRIERS, AND GAPS IN SERVICES AFFECTING VULNERABLE POPULATIONS, ALLOWING FOR A DEEPER AND MORE NUANCED UNDERSTANDING OF COMMUNITY HEALTH CONCERNS.LEE HEALTH ENGAGED A DIVERSE GROUP OF ORGANIZATIONS SPANNING HEALTHCARE, SOCIAL SERVICES, EDUCATION, GOVERNMENT, AND NONPROFIT SECTORS. THESE INCLUDED THE FLORIDA DEPARTMENT OF HEALTH IN LEE COUNTY, HEALTHCARE PROVIDERS, BEHAVIORAL HEALTH ORGANIZATIONS, FOOD ASSISTANCE PROGRAMS, EDUCATIONAL INSTITUTIONS, ADVOCACY GROUPS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. THIS BROAD REPRESENTATION ENSURED THAT THE CHNA CAPTURED A WIDE RANGE OF PERSPECTIVES AND REFLECTED THE NEEDS OF THE ENTIRE COMMUNITY, INCLUDING ITS MOST VULNERABLE POPULATIONS.FINAL PARTICIPATION INCLUDED REPRESENTATIVES OF THE ORGANIZATIONS OUTLINED BELOW:ABUSE COUNSELING & TREATMENT, INC.; ALVIN A. DUBIN ALZHEIMER'S RESOURCE CENTER; ARTHREX; B & I CONTRACTORS, INC.; BJM CONSULTING, INC.; CAFE OF LIFE, INC.; CENTER FOR PROGRESS AND EXCELLENCE; CHARLOTTE BEHAVIORAL HEALTH CARE; CHILD CARE OF SOUTHWEST FLORIDA, INC.; CHILDREN'S NETWORK OF SWFL; CHRIS-TEL CONSTRUCTION; COLLABORATORY; COMMUNITY ASSISTED SUPPORTED LIVING; COMMUNITY COOPERATIVE; DAVID LAWRENCE CENTER; DEAF AND HARD OF HEARING CENTER; DISTRICT EIGHT HEALTH PLANNING COUNCIL; D-SIGNED NUTRITION, LLC; EDISON NATIONAL BANK; F.I.S.H. OF SANIBEL-CAPTIVA, INC.; FLORIDA DEPARTMENT OF HEALTH LEE COUNTY; FLORIDA GULF COAST UNIVERSITY; GOLISANO CHILDREN'S HOSPITAL; GOLISANO CHILDREN'S HOSPITAL/PEDIATRIC ENT; GUARDIAN AD LITEM FOUNDATION; HARRY CHAPIN FOOD BANK; HEALTHY START OF SOUTHWEST FLORIDA; HODGES UNIVERSITY; HOPE CLUBHOUSE; HOPE HEALTHCARE SERVICES; INTERFAITH CHARITIES OF SOUTH LEE; LARC, INC.; LCH BOARD OF DIRECTORS; LEE COMMUNITY HEALTHCARE; LEE COUNTY; LEE COUNTY GOVERNMENT; LEE COUNTY MEDICAL SOCIETY; LEE ECONOMIC DEVELOPMENT OFFICE; LEE HEALTH; LEE HEALTH FOUNDATION; LEE PHYSICIAN GROUP; MARCH OF DIMES; MARKHAM NORTON MOSTELLER WRIGHT & CO. PA; MCGRIFF INSURANCE SERVICES; MILLENNIUM PHYSICIAN GROUP; MINNESOTA TWINS BASEBALL; PARK ROYAL HOSPITAL; PHYSICIANS PRIMARY CARE; PHYSICIANS PRIMARY CARE OB-GYN; PHYSICIANS PRIMARY CARE, COMMUNITY HEALTH IMPROVEMENT (CHI) COMMITTEE (A COMMITTEE OF THE LEE HEALTH BOARD); PREMIER MOBILE; PRICEWATERHOUSECOOPERS LLP; PRIORITY MARKETING; PRIVATE PRACTICE,; QUALITY LIFE CENTER; SALUSCARE, INC.; SHELL POINT RETIREMENT COMMUNITY; STEVENS CONSTRUCTION, INC.; STILLWELL ENTERPRISES; STUDIO+; THE HEIGHTS CENTER, INC.; THE LEE COUNTY COALITION FOR A DRUG-FREE SOUTHWEST FLORIDA; THE SANIBEL CAPTIVA TRUST COMPANY; UNITED WAY LEE, HENDRY, GLADES; VALERIE'S HOUSE; VILLAGE OF ESTERO
GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 6A:	- LEE MEMORIAL HOSPITAL- GULF COAST MEDICAL CENTER- CAPE CORAL HOSPITAL
GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 6B:	THIS ASSESSMENT PART OF A LARGER, COUNTYWIDE ASSESSMENT EFFORT BY LEE HEALTH WAS CONDUCTED ON BEHALF OF LEE MEMORIAL HOSPITAL BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS IN HUNDREDS OF COMMUNITIES ACROSS THE UNITED STATES SINCE 1994.
GROUP A-FACILITY 3 -- CAPE CORAL HOSPITAL PART V, SECTION B, LINE 11:	MARKET AREA 1 WAS IDENTIFIED AS HAVING THE GREATEST LEVEL OF NEED, WITH SEVERAL NOTABLE DISPARITIES ACROSS HEALTH INDICATORS. THIS AREA DEMONSTRATES THE HIGHEST PREVALENCE OF OVERWEIGHT AND OBESITY AMONG ADULTS AND THE LOWEST RATES OF MEETING RECOMMENDED PHYSICAL ACTIVITY GUIDELINES, CONTRIBUTING TO AN INCREASED BURDEN OF CHRONIC DISEASE. THERE ARE ALSO HIGHER RATES OF DIABETES AND CARDIOVASCULAR RISK FACTORS, INCLUDING OBESITY, SMOKING, AND HIGH BLOOD PRESSURE. ADDITIONALLY, RESIDENTS REPORT HIGHER USE OF VAPING PRODUCTS AND GREATER ACCESS TO SWIMMING POOLS, WHICH MAY INCREASE THE RISK OF DROWNING. THE COMMUNITY ALSO EXPERIENCES A HIGHER PREVALENCE OF MULTIPLE CHRONIC CONDITIONS, INCREASED FALLS AMONG ADULTS AGES 45 AND OLDER, AND HIGHER RATES OF INDIVIDUALS RECEIVING TREATMENT FOR MENTAL HEALTH CONDITIONS, FURTHER UNDERSCORING THE COMPLEX HEALTH CHALLENGES FACED IN THIS MARKET AREA.ADDITIONAL NEEDS SUCH AS DISABLING CONDITIONS, INJURY AND VIOLENCE PREVENTION, CANCER, HEART DISEASE & STROKE, INFANT HEALTH & FAMILY PLANNING, ORAL HEALTH, AND TOBACCO USE, AND RESPIRATORY HEALTH ARE ALSO ADDRESSED IN MARKETS WHERE THOSE CONCERNS ARE MOST PREVALENT.WHILE CAPE CORAL HOSPITAL IS NOT DIRECTLY ADDRESSING ALL NEEDS IDENTIFIED, LEE HEALTH AS A SYSTEM IS ADDRESSING ALL IDENTIFIED PRIORITY NEEDS. EFFORTS ARE IMPLEMENTED BOTH AT THE FACILITY LEVEL AND THROUGH SYSTEM-WIDE INITIATIVES TO ENSURE A COMPREHENSIVE APPROACH TO IMPROVING COMMUNITY HEALTH OUTCOMES. LEE HEALTH CONTINUES TO MONITOR PROGRESS AND ADAPT ITS WORK TO MEET EVOLVING COMMUNITY NEEDS.THE FOLLOWING PRIORITIES ARE ADDRESSED IN OUR IMPLEMENTATION PLAN:CARDIOVASCULAR & RESPIRATORY CONDITIONS:STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: LAUNCH COMMUNITY CAMPAIGN WITH EMPLOYEE AND VOLUNTEER ADVOCATES TO PROMOTE CARDIOVASCULAR RISK PROGRAMSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: LEE HEALTH HEART INSTITUTE AWARDED MILLION HEARTS DESIGNATION; LIVE FIERCE CAMPAIGN ONGOING; COMMUNITY ENGAGEMENT INCLUDES CARDIAC CONNECTION SUPPORT GROUP, HEALTH FAIRS, BLOOD PRESSURE SCREENINGS, SPEAKERS BUREAU, AND HEALTHY LIFE CENTER EDUCATIONAL SESSIONS.STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: PARTNER WITH LOCAL BUSINESSES TO PROVIDE HEALTH EDUCATION AT BLOOD PRESSURE MONITORING STATIONSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: OUTREACH TEAM PROVIDES HEALTH AND WELLNESS EDUCATION AND SCREENINGS TO LOCAL EMPLOYERS AND COMMUNITIES, INCLUDING BLOOD PRESSURE SCREENINGS, LIFESTYLE EDUCATION, AFIB EDUCATION, AND HEART HEALTH PROGRAMMING.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: PROMOTE MENDED HEARTS SUPPORT GROUP FOR PATIENTS AND FAMILIESEVALUATION/METRICS: NOT SPECIFIEDCURRENT PROGRESS: MENDED HEARTS PROGRAM HAS BEEN DISBANDED.STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: RELAUNCH BARBERSHOP AND BEAUTY SALON WELLNESS PROGRAMS IN UNDERSERVED AREASEVALUATION/METRICS: NUMBER OF PARTICIPANTS; DECREASED NUMBER OF NO-SHOWS; REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: UTOPIA BARBERSHOP INITIATIVE ONGOING AND EXPANDED TO ADDITIONAL LOCATION; VOLUNTEERS TRAINED; MONTHLY PROGRAMMING IMPLEMENTED WITH ROTATING HEALTH PILLARS; AMERICAN HEART ASSOCIATION EQUIPMENT IN USE WITH ONGOING DATA TRACKING.STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: LEVERAGE AND ELEVATE COMMUNITY CARE OUTREACH PROGRAMEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: INCREASED COLLABORATION WITH COMMUNITY AGENCIES AND ORGANIZATIONS; SERVICES INCLUDE REFERRALS TO CHRONIC DISEASE PROGRAMS, SNAP AND WIC EDUCATION, SPECIALTY DIET GUIDANCE, AND CONNECTIONS TO LOCAL FOOD RESOURCES.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: EXPAND VIRTUAL EDUCATION THROUGH HEALTHY LIFE CENTER CLASSES AND PODCASTSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: HEALTHY LIFE CENTER CLASSES AND PODCASTS CONTINUE WITH EXPANDED HYBRID PROGRAMMING, DELIVERING EDUCATION ON PREVENTATIVE CARE, SCREENINGS, COOKING DEMONSTRATIONS, AND HEALTHCARE NAVIGATION.STRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED HEALTH EVENTSTACTIC: INCREASE STROKE EDUCATION RESOURCES AT COMMUNITY-BASED EVENTSEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS OR CONTACTS POST-EDUCATIONCURRENT PROGRESS: STROKE EDUCATION EXPANDED TO COMMUNITY EVENTS, CHURCH EVENTS, AND HEALTH FAIRS WITH INCREASED STAFF PARTICIPATION AND DISTRIBUTION OF EDUCATIONAL MATERIALS SUPPORTED THROUGH FOUNDATION RESOURCES.NUTRITION, PHYSICAL ACTIVITY, & WEIGHT:STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: PROMOTE FAMILY ENGAGEMENT IN COMMUNITY-BASED NUTRITION AND PHYSICAL ACTIVITY PROGRAMSEVALUATION/METRICS: REDUCTION IN SCREEN TIME DURING PEDIATRIC VISITS; BMI MONITORINGSTRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: IDENTIFY AND EXPAND ACCESS TO EXERCISE FACILITIES AND PROGRAMSEVALUATION/METRICS: ATTENDANCE AND REGISTRATION; INDIVIDUAL SURVEYSCURRENT PROGRESS: EXERCISE OUTREACH ACTIVITIES PLANNED IN UNDERSERVED COMMUNITIES. STRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: INCREASE PROVIDER INVOLVEMENT IN PHYSICAL ACTIVITY RECOMMENDATIONSEVALUATION/METRICS: NOT SPECIFIEDSTRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: PROVIDE NUTRITION GUIDELINES EDUCATIONEVALUATION/METRICS: BMI MONITORINGCURRENT PROGRESS: 5210 CAMPAIGN MATERIALS REMAIN ACTIVE; NUTRITION EDUCATION INTEGRATED INTO COMMUNITY AND CLINICAL SETTINGS; HEALTH LITERACY VIDEOS IMPLEMENTED IN PROVIDER OFFICES AND ACROSS SOCIAL MEDIA PLATFORMS.MENTAL HEALTH & SUBSTANCE USE DISORDER:STRATEGY: IMPROVE RATIO OF MENTAL HEALTH PROVIDERS AND SERVICES TO REGIONAL NEEDTACTIC: EXPAND BEHAVIORAL HEALTH EDUCATION, SERVICES, ADVOCACY, COLLABORATIONS, AND INTEGRATED CAREEVALUATION/METRICS: NUMBER OF PROVIDERS RECRUITED AND TRAINED; NUMBER OF GRADUATE STUDENTS TRAINED; NUMBER OF NARCAN DISTRIBUTED; INCREASED NUMBER OF BEHAVIORAL HEALTH PROGRAMS AND RESOURCES; ENGAGEMENT DATA FOR BEHAVIORAL HEALTH PROGRAMSCURRENT PROGRESS: BEHAVIORAL HEALTH INTEGRATED INTO PRIMARY CARE PRACTICES; PSYCHOLOGISTS EMBEDDED IN MULTIPLE LOCATIONS; EXPANDED WORKFORCE INCLUDING LICENSED CLINICIANS; NEW PARTNERSHIPS AND PROGRAMS ESTABLISHED; INCREASED FUNDING AND CAPACITY FOR SERVICES.STRATEGY: SUPPORT INITIATIVES TO PREVENT SUBSTANCE USE AND IDENTIFY SUPPORT SERVICESTACTIC: MONITOR DATA, EXPAND PREVENTION AND TREATMENT PROGRAMS, AND STRENGTHEN PEER SUPPORTEVALUATION/METRICS: NUMBER OF OVERDOSES; NUMBER OF NEAR DEATHS; NUMBER OF DEATHS; NUMBER OF OVERDOSE TRANSPORTS; INCREASED VISIT VOLUME; INCREASED EMERGENCY DEPARTMENT VISITS; CARE MANAGEMENT TOUCHESCURRENT PROGRESS: ONGOING MONITORING OF DRUG-RELATED DATA THROUGH TRAUMA DASHBOARDS AND COUNTY TRACKING; EXPANDED PREVENTION EDUCATION IN SCHOOLS AND COMMUNITY PROGRAMS; WIDESPREAD NARCAN DISTRIBUTION; INCREASED PEER SUPPORT SPECIALISTS AND NAVIGATORS; STRENGTHENED COLLABORATION WITH RECOVERY ORGANIZATIONS.
PART V, SECTION B	FACILITY REPORTING GROUP B
FACILITY REPORTING GROUP B CONSISTS OF:	- FACILITY 4: ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CA
GROUP B-FACILITY 4 -- ENCOMPASS HEALTH REHABILITATION HOSPITAL PART V, SECTION B, LINE 2:	LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024 WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS, THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). AS A RESULT OF THE CONVERSION TRANSACTION, LEE HEALTH SYSTEM INC AND THE HOSPITAL FACILITIES IT OPERATIONS (LEE MEMORIAL HOSPITAL, GULF COAST MEDICAL CENTER, CAPE CORAL HOSPITAL, AND ENCOMPASS HEALTH REHABILITATION HOSPITAL OF CAPE CORAL) IS A NEW HOSPITAL ORGANIZATION UNDER I.R.C. 501(R)(3); TREAS. REG. 1.501(R)-2(B)(2).
PART V, SECTION B	FACILITY REPORTING GROUP C
FACILITY REPORTING GROUP C CONSISTS OF:	- FACILITY 5: ENCOMPASS HEALTH REHABILITATION HOSPITAL OF FO
GROUP C-FACILITY 5 -- ENCOMPASS HEALTH REHABILITATION HOSPITAL PART V, SECTION B, LINE 2:	ON MAY 20, 2025, ENCOMPASS HEALTH AND LEE HEALTH ANNOUNCED THE OPENING OF REHABILITATION HOSPITAL OF FORT MYERS, A 60 BED INPATIENT REHABILITATION FACILITY LOCATED AT 6150 MEDICAL PARK LOOP IN FORT MYERS, FLORIDA. THE HOSPITAL IS A JOINT VENTURE BETWEEN THE TWO ORGANIZATIONS AND PROVIDES INTENSIVE INPATIENT REHABILITATION SERVICES. CARE IS DESIGNED FOR PATIENTS RECOVERING FROM CONDITIONS SUCH AS STROKE, BRAIN AND SPINAL CORD INJURIES, AMPUTATIONS, AND COMPLEX ORTHOPEDIC CONDITIONS, WITH A FOCUS ON RESTORING FUNCTION AND INDEPENDENCE. PATIENTS RECEIVE COMPREHENSIVE SERVICES INCLUDING AT LEAST THREE HOURS OF THERAPY FIVE DAYS PER WEEK, 24HOUR NURSING CARE, AND REGULAR PHYSICIAN OVERSIGHT. THE FACILITY EXPANDS ACCESS TO SPECIALIZED REHABILITATION SERVICES IN THE SOUTHWEST FLORIDA COMMUNITY.
PART V, SECTION B, LINE 11 CONT. - GULF COAST MEDICAL CENTER:	STRATEGY: STRATEGICALLY LEVERAGE COMMUNITY-BASED INITIATIVES FOR INCREASED AWARENESS AND INTERVENTIONTACTIC: SUPPORT VAPING AND TOBACCO PREVENTION PROGRAMS TARGETING YOUTHEVALUATION/METRICS: NUMBER OF SCHOOLS INVOLVED; NUMBER OF STUDENTS REACHEDCURRENT PROGRESS: GATEWAY DRUG EDUCATION PROGRAMS DELIVERED IN SCHOOLS, AFTER-SCHOOL PROGRAMS, AND SUMMER CAMPS; UPDATED CURRICULUM IMPLEMENTED ACROSS MULTIPLE COUNTIES WITH SCHOOL AND COMMUNITY PARTNERS; VAPING PRESENTATIONS IN HIGH SCHOOLSSTRATEGY: PROMOTE CARDIOVASCULAR AND RESPIRATORY HEALTH EDUCATION WITHIN COMMUNITY-BASED EVENTSTACTIC: REVITALIZE AND PROMOTE ASTHMA EDUCATION PROGRAMEVALUATION/METRICS: REFERRAL-BASED APPOINTMENTS/CONTACTS POST-EDUCATIONCURRENT PROGRESS: COMMUNITY OUTREACH INCLUDES ASTHMA AND COPD EDUCATION CLASSES IN MULTIPLE LOCATIONS; ATTENDEES COMPLETE RISK ASSESSMENTS AND RECEIVE TARGETED EDUCATION.STRATEGY: SUPPORT CARE MANAGEMENT ADDRESSING SOCIAL DETERMINANTS OF HEALTHTACTIC: SHARE EVIDENCE-BASED ASTHMA ACTION PLANS WITH PATIENTSEVALUATION/METRICS: NUMBER OF ENROLLEES IN PROGRAMCURRENT PROGRESS: CERTIFIED ASTHMA AND COPD EDUCATORS PROVIDE TOBACCO CESSATION SERVICES; COMMUNITY-BASED CESSATION CLASSES OFFERED AT MULTIPLE SITES.NUTRITION, PHYSICAL ACTIVITY, & WEIGHT:STRATEGY: PROMOTE COLLABORATIVE COMMUNITY-BASED INITIATIVES FOR IMPROVED NUTRITION AND EXERCISE OPPORTUNITIESTACTIC: EXPLORE CREATION OF HEALTHY NEIGHBORHOOD STORES WITH COMMUNITY PARTNERSEVALUATION/METRICS: LEARN FROM DATA COLLECTION AND EVALUATION PROCESSES; BMI MONITORINGSTRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: CONDUCT HEALTHY COOKING DEMONSTRATIONS WITH FOOD DISTRIBUTION PARTNERSEVALUATION/METRICS: ENGAGEMENT DATA FOR COOKING DEMONSTRATIONS; NUMBER OF COOKING DEMONSTRATION/EVENTSCURRENT PROGRESS: HEALTHY LIFE CENTER EXPANDED OUTREACH WITH REGISTERED DIETITIANS; CONTINUED COOKING DEMONSTRATIONS AND NUTRITION EDUCATION AT COMMUNITY SITES; INCREASED PARTNERSHIPS SUPPORTING COMMUNITY ENGAGEMENT.STRATEGY: LAUNCH EDUCATION INITIATIVES FOR IMPROVED NUTRITION, PHYSICAL ACTIVITY, AND WEIGHT OUTCOMESTACTIC: REINVIGORATE 5210 CAMPAIGN AND RESOURCESEVALUATION/METRICS: NUMBER OF NEW LOCATIONS DISTRIBUTING RESOURCES; NUMBER OF CURRENT DISTRIBUTION LOCATIONSCURRENT PROGRESS: 5210 CAMPAIGN REMAINS ACTIVE AND INTEGRATED INTO COMMUNITY EDUCATION; RESOURCES DISTRIBUTED ACROSS HEALTHCARE AND COMMUNITY SETTINGS; SUPPORTED BY ONGOING MARKETING AND HEALTH LITERACY INITIATIVES.MENTAL HEALTH & SUBSTANCE USE DISORDER: STRATEGY: IMPROVE RATIO OF MENTAL HEALTH PROVIDERS AND SERVICES TO REGIONAL NEEDTACTIC: EXPAND BEHAVIORAL HEALTH EDUCATION, SERVICES, ADVOCACY, AND INTEGRATIONEVALUATION/METRICS: NUMBER OF PROVIDERS RECRUITED AND TRAINED; NUMBER OF GRADUATE STUDENTS TRAINED; NUMBER OF NARCAN DISTRIBUTED; INCREASED NUMBER OF BEHAVIORAL HEALTH PROGRAMS/RESOURCES; ENGAGEMENT DATA FOR BEHAVIORAL HEALTH PROGRAMSCURRENT PROGRESS: BEHAVIORAL HEALTH SERVICES EXPANDED THROUGH INTEGRATION INTO PRIMARY CARE, INCLUDING PSYCHOLOGISTS EMBEDDED IN MULTIPLE PRACTICES AND EXPANSION TO ADDITIONAL SPECIALTIES. ADDITIONAL PROVIDERS AND FUNDING HAVE BEEN SECURED, WITH INCREASED AVAILABILITY OF PROGRAMS AND SERVICES AND CONTINUED DEVELOPMENT OF NEW TREATMENT MODALITIES.STRATEGY: SUPPORT INITIATIVES TO PREVENT SUBSTANCE USE AND IDENTIFY SUPPORT SERVICESTACTIC: MONITOR OUTCOMES, EXPAND PREVENTION AND TREATMENT PROGRAMS, AND STRENGTHEN PEER SUPPORTEVALUATION/METRICS: NUMBER OF OVERDOSES; NUMBER OF NEAR DEATHS; NUMBER OF DEATHS; NUMBER OF OVERDOSE TRANSPORTS; INCREASED VISIT VOLUME; INCREASED ED VISITS; INCREASED CARE MANAGEMENT TOUCHESCURRENT PROGRESS: ONGOING MONITORING OF TRAUMA AND COUNTY-LEVEL DRUG-RELATED DATA IS IN PLACE. PREVENTION AND EDUCATION PROGRAMS ARE DELIVERED IN SCHOOLS AND COMMUNITY SETTINGS, NARCAN DISTRIBUTION HAS EXPANDED WIDELY, AND PEER SUPPORT SERVICES HAVE GROWN WITH ADDITIONAL SPECIALISTS AND NAVIGATORS AND STRENGTHENED COLLABORATION WITH COMMUNITY RECOVERY PARTNERS.
GROUP A - PART V, SECTION B, LINE 7A:	HTTPS://WWW.LEEHEALTH.ORG/ABOUT-US/COMMUNITY-HEALTH-AND-IMPACT/COMMUNITY-HEALTH-NEEDS-ASSESSMENTGROUP A - PART V, SECTION B, LINE 10A:HTTPS://WWW.LEEHEALTH.ORG/ABOUT-US/COMMUNITY-HEALTH-AND-IMPACT/COMMUNITY-HEALTH-NEEDS-ASSESSMENTGROUP A - FACILITY 1 - LEE MEMORIAL HOSPITAL:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 1 - LEE MEMORIAL HOSPITAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 1 - LEE MEMORIAL HOSPITAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 2 - GULF COAST MEDICAL CENTER:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 2 - GULF COAST MEDICAL CENTER:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 2 - GULF COAST MEDICAL CENTER:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 3 - CAPE CORAL HOSPITAL:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 3 - CAPE CORAL HOSPITAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP A - FACILITY 3 - CAPE CORAL HOSPITAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.LEEHEALTH.ORG/BILLING/FINANCIAL-ASSISTANCEGROUP B - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/CAPE-CORAL-REHAB/FINANCIAL-INFORMATIONGROUP B - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/CAPE-CORAL-REHAB/FINANCIAL-INFORMATIONGROUP B - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/CAPE-CORAL-REHAB/FINANCIAL-INFORMATIONGROUP C - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL FORT MYERS:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/FORT-MYERS-REHAB/FINANCIAL-INFORMATIONGROUP C - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/FORT-MYERS-REHAB/FINANCIAL-INFORMATIONGROUP C - FACILITY 1 - ENCOMPASS HEALTH REHABILITATION HOSPITAL CAPE CORAL:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/FORT-MYERS-REHAB/FINANCIAL-INFORMATION

Schedule H (Form 990) 2024

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?122
Name and address		Type of Facility (describe)
1	1 - FRL BONITA HEALTH CENTER 3501 HEALTH CENTER BLVD STE 1063 ESTERO,FL34135	OTHER OUTPATIENT CLINIC
2	2 - HEART INSTITUTE AT METRO PARKWAY 13340 METRO PARKWAY STE 200 FORT MYERS,FL339664818	OTHER OUTPATIENT CLINIC
3	3 - FRL SOUTHPOINT - CT SCAN 6311 SOUTH POINTE BLVD STE 600 FORT MYERS,FL33919	OTHER OUTPATIENT CLINIC
4	4 - LPG PULMONOLOGY 13340 METRO PARKWAY STE 400 FORT MYERS,FL339664818	OTHER OUTPATIENT CLINIC
5	5 - LPG PULMONOLOGY 3501 HEALTH CENTER BLVD STE 2200 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
6	6 - LPG ORTHOPEDICS 8960 COLONIAL CENTER DR STE 206 FORT MYERS,FL339057810	OTHER OUTPATIENT CLINIC
7	7 - LPG ORTHOPEDICS 23450 VIA COCONUT POINT 2ND FLOOR ESTERO,FL341351877	OTHER OUTPATIENT CLINIC
8	8 - LPG ORTHOPEDICS 2441 SURFSIDE BLVD STE 202 CAPE CORAL,FL339143861	OTHER OUTPATIENT CLINIC
9	9 - LPG ORTHOPEDICS 8350 RIVERWALK PARK BLVD STE 1 FORT MYERS,FL339198759	OTHER OUTPATIENT CLINIC
10	10 - LPG CONVENIENT CARE PINE ISLAND 1682 NE PINE ISLAND ROAD CAPE CORAL,FL339091756	OTHER OUTPATIENT CLINIC
11	11 - LPG INFECTIOUS DISEASES 13340 METRO PARKWAY STE 310 FORT MYERS,FL339664818	OTHER OUTPATIENT CLINIC
12	12 - LPG INFECTIOUS DISEASES 414 CAPE CORAL PKWY E STE 202 CAPE CORAL,FL339048522	OTHER OUTPATIENT CLINIC
13	13 - NEURODIAGNOSTICS 13601 PLANTATION ROAD FORT MYERS,FL339124437	OTHER OUTPATIENT CLINIC
14	14 - LPG CONVENIENT CARE METRO 13340 METRO PARKWAY STE 100 FORT MYERS,FL339664818	OTHER OUTPATIENT CLINIC
15	15 - ENCOMPASS REHAB HOSP OF FORT MYERS 6150 MEDICAL PARK LOOP FORT MYERS,FL339124537	OTHER OUTPATIENT CLINIC
16	16 - HEART INST SHIPLEY CARDIOTHORACIC CTR 9981 S HEALTHPARK DR STE 156 FORT MYERS,FL339083618	OTHER OUTPATIENT CLINIC
17	17 - SURGERY CENTER - UROLOGY ASC 12631 WHITEHALL DRIVE FORT MYERS,FL33907	OTHER OUTPATIENT CLINIC
18	18 - INTERNAL MEDICINE COLLEGE POINTE 9131 COLLEGE POINTE COURT FORT MYERS,FL339193245	OTHER OUTPATIENT CLINIC
19	19 - LPG FMIM BASS ROAD INTERNAL MEDICINE 16271 BASS ROAD FORT MYERS,FL339083616	OTHER OUTPATIENT CLINIC
20	20 - LPG VASCULAR SURGERY 12700 CREEKSIDE LANE STE 301 FORT MYERS,FL339193356	OTHER OUTPATIENT CLINIC
21	21 - LPG VASCULAR SURGERY 708 S DEL PRADO BLVD STE 3 CAPE CORAL,FL339902676	OTHER OUTPATIENT CLINIC
22	22 - LPG VASCULAR SURGERY 3227 LEE BLVD STE F LEHIGH,FL339711428	OTHER OUTPATIENT CLINIC
23	23 - LPG VASCULAR SURGERY COCONUT POINT 23450 VIA COCONUT POINT ESTERO,FL341351877	OTHER OUTPATIENT CLINIC
24	24 - LPG VASCULAR SURGERY GCMC 13685 DOCTORS WAY FORT MYERS,FL339124347	OTHER OUTPATIENT CLINIC
25	25 - LPG PULMONOLOGY 16420 HEALTHPARK COMMONS DRIVE FORT MYERS,FL339089621	OTHER OUTPATIENT CLINIC
26	26 - LPG GENERAL SURGERY 8380 RIVERWALK PARK BLVD STE 100 FORT MYERS,FL339195758	OTHER OUTPATIENT CLINIC
27	27 - LPG GENERAL SURGERY COCONUT POINT 23450 VIA COCONUT POINT ESTERO,FL341351877	OTHER OUTPATIENT CLINIC
28	28 - LPG CONVENIENT CARE PAGE FIELD PAGE FIELD 4771 S CLEVELAND AVE FORT MYERS,FL339071317	OTHER OUTPATIENT CLINIC
29	29 - INTERNAL MEDICINE PINE ISLAND 1682 NE PINE ISLAND ROAD CAPE CORAL,FL339091756	OTHER OUTPATIENT CLINIC
30	30 - LPG SURGERY 708 S DEL PRADO BLVD STE 6 CAPE CORAL,FL339902676	OTHER OUTPATIENT CLINIC
31	31 - INTERNAL MEDICINE SURFSIDE 2441 SURFSIDE BLVD STE 200 CAPE CORAL,FL339143861	OTHER OUTPATIENT CLINIC
32	32 - LPG ALLERGY & IMMUNOLOGY 4761 S CLEVELAND AVE STE 3 FORT MYERS,FL339071375	OTHER OUTPATIENT CLINIC
33	33 - LPG ALLERGY & IMMUNOLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
34	34 - LPG ALLERGY & IMMUNOLOGY 1435 SE 8TH TERRACE STE C CAPE CORAL,FL339903289	OTHER OUTPATIENT CLINIC
35	35 - LPG ALLERGY & IMMUNOLOGY 22655 BAYSHORE ROAD STE 130 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
36	36 - LPG ALLERGY & IMMUNOLOGY 3501 HEALTH CENTER BLVD STE 2200 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
37	37 - LPG SURGICAL ONCOLOGY 7335 GLADIOLUS DR FORT MYERS,FL339085101	OTHER OUTPATIENT CLINIC
38	38 - GCHSWFL PEDIATRIC ENT 16410 HEALTHPARK COMMONS DRIVE FORT MYERS,FL339089621	OTHER OUTPATIENT CLINIC
39	39 - LPG WOMEN'S CTR GYNECOLOGY SVCS ONLY PAGE FIELD 4761 S CLEVELAND STE 4 FORT MYERS,FL339071375	OTHER OUTPATIENT CLINIC
40	40 - LPG WOMEN'S CTR GYNECOLOGY SVCS ONLY 23450 VIA COCONUT POINT 2ND FLOOR ESTERO,FL341351877	OTHER OUTPATIENT CLINIC
41	41 - LPG UROLOGY 507 DEL PRADO BLVD S CAPE CORAL,FL339902618	OTHER OUTPATIENT CLINIC
42	42 - LPG UROLOGY 3227 LEE BLVD STE F LEHIGH ACRES,FL339711428	OTHER OUTPATIENT CLINIC
43	43 - LPG UROLOGY 3501 HEALTH CENTER BLVD STE 2140 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
44	44 - FAMILY MED RESIDENCY LEE MEMORIAL HOSP 2780 CLEVELAND AVE STE 709 FORT MYERS,FL339015857	OTHER OUTPATIENT CLINIC
45	45 - LH GME FAMILY RESIDENCY CLINIC PALISADES 6811 PALISADES PARK COURT STE 1 FORT MYERS,FL339127130	OTHER OUTPATIENT CLINIC
46	46 - LPG CONVENIENT CARE BONITA 3501 HEALTH CENTER BLVD STE 1050 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
47	47 - LPG FAMILY MEDICINE PLANTATION 13782 PLANTATION ROAD UNIT 201 FORT MYERS,FL339124462	OTHER OUTPATIENT CLINIC
48	48 - ADULT PRIMARY CARE BIMINI SQUARE 414 CAPE CORAL PKWY E STE 202 CAPE CORAL,FL339048522	OTHER OUTPATIENT CLINIC
49	49 - GCHSWFL PEDIATRIC OPHTHALMOLOGY 11390 SUMMERLIN SQUARE DR FORT MYERS,FL339315300	OTHER OUTPATIENT CLINIC
50	50 - PEDIATRIC OPHTHALMOLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
51	51 - LPG ENDOCRINOLOGY 3501 HEALTH CENTER BLVD STE 2410 ESTERO,FL341358131	OTHER OUTPATIENT CLINIC
52	52 - LPG ENDOCRINOLOGY 632 DEL PRADO BLVD N CAPE CORAL,FL339092278	OTHER OUTPATIENT CLINIC
53	53 - LPG DIGESTIVE HEALTH 3501 HEALTH CENTER BLVD STE 1600 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
54	54 - LPG FM UNIVERSITY HIGHLANDS 19511 HIGHLAND OAKS DR STE 201 ESTERO,FL339289712	OTHER OUTPATIENT CLINIC
55	55 - LPG RHEUMATOLOGY 3501 HEALTH CENTER BLVD STE 2220 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
56	56 - LPG RHEUMATOLOGY 2441 SURFSIDE BLVD STE 106 CAPE CORAL,FL339143861	OTHER OUTPATIENT CLINIC
57	57 - LPG GME INTERNAL MEDICINE CAPE CORAL 224 SANTA BARBARA BLVD STE 102 CAPE CORAL,FL33991	OTHER OUTPATIENT CLINIC
58	58 - LPG UROLOGY ONCOLOGY BONITA HEALTH CTR 3501 HEALTH CENTER BLVD STE 1119 ESTERO,FL341358135	OTHER OUTPATIENT CLINIC
59	59 - LPG MEMORY CARE 12600 CREEKSIDE LANE STE 4 FORT MYERS,FL339193353	OTHER OUTPATIENT CLINIC
60	60 - LPG MEMORY CARE 12600 CREEKSIDE LANE STE 7 FORT MYERS,FL339193353	OTHER OUTPATIENT CLINIC
61	61 - PEDIATRIC ENDOCRINOLOGY 414 CAPE CORAL PKWY E STE 103 CAPE CORAL,FL339048522	OTHER OUTPATIENT CLINIC
62	62 - LPG SLEEP MEDICINE PLANTATION 13601 PLANTATION ROAD FORT MYERS,FL339124437	OTHER OUTPATIENT CLINIC
63	63 - LPG SLEEP MEDICINE BHC 3501 HEALTH CENTER BLVD STE 1700 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
64	64 - LPG FAMILY MEDICINE BONITA BAY 26800 S TAMIAMI TRAIL STE 340 350 BONITA SPRINGS,FL341344355	OTHER OUTPATIENT CLINIC
65	65 - PEDS BEHAVIORAL HEALTH 3501 HEALTH CENTER BLVD STE 2190 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
66	66 - PEDS HEMATOLOGYONCOLOGY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
67	67 - LEE HEALTH SANIBEL PRIMARYWALK-IN 2495 PALM RIDGE RD SANIBEL,FL339573201	OTHER OUTPATIENT CLINIC
68	68 - GNCHC APPLIED BEHAVIOR ANALYSIS 3361 PINE RIDGE ROAD STE 105A NAPLES,FL341092038	OTHER OUTPATIENT CLINIC
69	69 - LPG FAMILY MEDICINE BABCOCK RANCH 42880 CRESCENT LOOP STE 110 PUNTA GORDA,FL339825062	OTHER OUTPATIENT CLINIC
70	70 - LPG ADULT MEDICAL HEMATOLOGY ONCOLOGY 3501 HEALTH CENTER BLVD STE 1119 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
71	71 - PEDIATRICS PRIMARY CARE HARBOR BLVD 2525 HARBOR BLVD STE 204 PORT CHARLOTTE,FL339525342	OTHER OUTPATIENT CLINIC
72	72 - PEDS BEHAVIORAL HEALTH 3415 LEE BLVD 3RD FLOOR LEHIGH ACRES,FL339711576	OTHER OUTPATIENT CLINIC
73	73 - PEDIATRIC ENDOCRINOLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
74	74 - PEDIATRIC ENDOCRINOLOGY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
75	75 - PEDIATRICS PRIMARY CARE FRANKLIN PARK 2330 HENDERSON AVE STE 200 FORT MYERS,FL339164510	OTHER OUTPATIENT CLINIC
76	76 - PEDS BEHAVIORAL HEALTH 2330 HENDERSON AVE STE 200 FORT MYERS,FL339164510	OTHER OUTPATIENT CLINIC
77	77 - LPG OCCUPATIONAL HEALTH LCC PAGE FIELD 4771 S CLEVELAND AVE FORT MYERS,FL339071317	OTHER OUTPATIENT CLINIC
78	78 - LPG OCCUPATIONAL HEALTH 1682 NE PINE ISLAND RD CAPE CORAL,FL339091730	OTHER OUTPATIENT CLINIC
79	79 - LPG PULMONOLOGY 708 DEL PRADO BLVD S STE 9 CAPE CORAL,FL339902633	OTHER OUTPATIENT CLINIC
80	80 - FRL SHELL POINT - DIAGNOSTICS 13880 SHELL POINT PLAZA STE 110 FORT MYERS,FL33908	OTHER OUTPATIENT CLINIC
81	81 - PEDIATRICS PRIMARY CARE BAYSHORE ROAD 22655 BAYSHORE RD STE 120 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
82	82 - PEDIATRIC CARDIOLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
83	83 - PEDIATRIC CARDIOLOGY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
84	84 - PEDS DEVELOPMENTAL-BEHAVIORAL 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
85	85 - PEDS DEVELOPMENTAL-BEHAVIORAL 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
86	86 - SURGICAL OPTIMIZATION 13685 DOCTORS WAY STE 170 FORT MYERS,FL339124347	OTHER OUTPATIENT CLINIC
87	87 - PEDIATRIC ENT 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
88	88 - PEDIATRIC ENT 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
89	89 - PEDIATRIC GASTROENTEROLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
90	90 - PEDIATRIC GASTROENTEROLOGY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
91	91 - PEDIATRIC NEUROLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
92	92 - PEDIATRIC NEUROLOGY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
93	93 - BREAST & PLASTIC RECONSTRUCTIVE SURGERY 8925 COLONIAL CENTER DR STE 1000 FORT MYERS,FL339057816	OTHER OUTPATIENT CLINIC
94	94 - GCHSWFL PEDIATRIC INFECTIOUS DISEASE 9671 GLADIOLUS DRIVE STE 109 FORT MYERS,FL339087684	OTHER OUTPATIENT CLINIC
95	95 - PEDIATRIC INFECTIOUS DISEASE 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
96	96 - PEDIATRIC INFECTIOUS DISEASE 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
97	97 - PEDS HEMATOLOGYONCOLOGY 3361 PINE RIDGE ROAD STE 103 NAPLES,FL341093737	OTHER OUTPATIENT CLINIC
98	98 - GCHSWFL COLLIER PEDIATRIC SPECIALTY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
99	99 - LEE HEALTH MOBILE UNIT 55 HOMESTEAD RD S LEHIGH ACRES,FL33936	OTHER OUTPATIENT CLINIC
100	100 - PEDIATRIC NEPHROLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
101	101 - PEDIATRIC NEPHROLOGY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
102	102 - PEDIATRIC SURGERY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
103	103 - PEDIATRIC SURGERY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
104	104 - PEDIATRIC UROLOGY 3361 PINE RIDGE ROAD STE 201 NAPLES,FL341093938	OTHER OUTPATIENT CLINIC
105	105 - PEDIATRIC UROLOGY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC
106	106 - BEHAVIORAL HEALTH OUTREACH 6630 ORION DRIVE SUITE 201 FORT MYERS,FL339124440	OTHER OUTPATIENT CLINIC
107	107 - SURGERY CENTER - METRO ASC 6201 ALLIANCE LANE FORT MYERS,FL33912	OTHER OUTPATIENT CLINIC
108	108 - SURGERY CENTER - UROLOGY ASC 12631 WHITEHALL DR FORT MYERS,FL33908	OTHER OUTPATIENT CLINIC
109	109 - OBSTETRICS & GYNECOLOGY 615 WILLIAMS AVE UNIT 201 LEHIGH ACRES,FL339727954	OTHER OUTPATIENT CLINIC
110	110 - ADOLESCENT & YOUNG ADULT MEDICINE 9671 GLADIOLUS DRIVE STE 109 FORT MYERS,FL339087684	OTHER OUTPATIENT CLINIC
111	111 - LPG FAMILY MEDICINE NORTH NAPLES 2515 NORTHBROOKE PLAZA DR STE 200 NAPLES,FL341198088	OTHER OUTPATIENT CLINIC
112	112 - HEART INSTITUTE AT BIMINI SQUARE 414 CAPE CORAL PKWY E STE 201 CAPE CORAL,FL339048522	OTHER OUTPATIENT CLINIC
113	113 - LPG COMPREHENSIVE BREAST ONCOLOGY CLINIC 8925 COLONIAL CENTER DR STE 1000 FORT MYERS,FL339057816	OTHER OUTPATIENT CLINIC
114	114 - FRL BIMINI PROJECT 414 CAPE CORAL PKWY E STE 102 CAPE CORAL,FL339048522	OTHER OUTPATIENT CLINIC
115	115 - OBGYN RESIDENCY PROGRAM 1138 COUNRTY CLUB BLVD CAPE CORAL,FL339903027	OTHER OUTPATIENT CLINIC
116	116 - LPG CONVENIENT CARE SOUTH CAPE 507 CAPE CORAL PARKWAY E CAPE CORAL,FL339048545	OTHER OUTPATIENT CLINIC
117	117 - BEHAVIORAL HEALTH CTR BONITA HEALTH CTR 3501 HEALTH CENTER BLVD SUITE 2120 ESTERO,FL341358133	OTHER OUTPATIENT CLINIC
118	118 - PEDIATRICS PRIMARY CARE BIMINI SQUARE 414 CAPE CORAL PKWY E STE 103 CAPE CORAL,FL339048522	OTHER OUTPATIENT CLINIC
119	119 - PEDS DEVELOPMENTAL-BEHAVIORAL 2500 GOODLETTE FRANK ROAD SUITE 200 NAPLES,FL341034607	OTHER OUTPATIENT CLINIC
120	120 - PEDS BEHAVIORAL HEALTH 414 CAPE CORAL PKWY E STE 104 CAPE CORAL,FL339048522	OTHER OUTPATIENT CLINIC
121	121 - PEDIATRIC BEHAVIORAL HEALTH NAPLES 2500 GOODLETTE FRANK ROAD SUITE 200 NAPLES,FL341034607	OTHER OUTPATIENT CLINIC
122	122 - GCHSWFL CHARLOTTE COUNTY 22655 BAYSHORE ROAD STE 110 PORT CHARLOTTE,FL339802005	OTHER OUTPATIENT CLINIC

Schedule H (Form 990) 2024

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 3C:	THE ORGANIZATION PROVIDES AN UNINSURED DISCOUNT THAT IS AUTOMATICALLY APPLIED TO SELF-PAY PATIENTS. ELIGIBILITY IS BASED SOLELY ON UNINSURED STATUS, AND NO INCOME VERIFICATION, FEDERAL POVERTY GUIDELINES (FPG), OR ASSET TESTING IS USED.
PART I, LINE 7, COLUMN (F):	THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 314,979,462.
PART I, LINE 7:	THE AMOUNTS REPORTED ON SCHEDULE H, PART I, LINE 7 WERE CALCULATED BY APPLYING THE ORGANIZATION'S OVERALL COST-TO-CHARGE RATIO TO THE RELATED CHARITY CARE CHARGES. THE OVERALL COST-TO-CHARGE RATIO WAS DERIVED BY DIVIDING TOTAL OPERATING EXPENSES BY TOTAL OPERATING REVENUE, AS REFLECTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THIS METHODOLOGY IS INTENDED TO ESTIMATE THE COST OF PROVIDING CHARITY CARE BY CONVERTING GROSS CHARGES TO AN ESTIMATED COST. THE ORGANIZATION DID NOT USE A PATIENT-LEVEL COST ACCOUNTING SYSTEM TO CALCULATE THESE AMOUNTS.
PART II, COMMUNITY BUILDING ACTIVITIES:	AS A HEALTH SYSTEM, WE PROVIDE ONGOING OPPORTUNITIES TO SUPPORT THE COMMUNITY THROUGH PARTICIPATION IN COMMUNITY FORUMS, THE PROVISION OF RESOURCES, AND THE RECRUITMENT AND DEVELOPMENT OF THE LOCAL WORKFORCE. THESE EFFORTS INCLUDE ENGAGEMENT IN LOCAL SCHOOLS TO PROMOTE STEM CAREERS, PARTICIPATION IN COMMUNITY EVENTS TO INCREASE AWARENESS OF EMPLOYMENT OPPORTUNITIES, AND PARTNERSHIPS WITH LOCAL COLLEGES AND UNIVERSITIES TO SUPPORT FELLOWSHIPS AND INTERNSHIPS THAT STRENGTHEN WORKFORCE DEVELOPMENT.
PART III, LINE 2:	BAD DEBT EXPENSE IS ESTIMATED USING HISTORICAL COLLECTION EXPERIENCE AND RECORDED FOR ACCOUNTS DEEMED UNCOLLECTIBLE AFTER REASONABLE COLLECTION EFFORTS.THE ORGANIZATION USES A MODEL FROM KODIAK SOLUTIONS THAT APPLIES HISTORICAL TRENDING BY AGING, BALANCE SIZE, AND BILLED STATUS, WITH THRESHOLDS TO ENSURE RELEVANT DATA.
PART III, LINE 3:	THE ORGANIZATION ESTIMATES BAD DEBT ATTRIBUTABLE TO LIKELY FAPELIGIBLE PATIENTS BY APPLYING ITS HISTORICAL FAP APPROVAL RATE TO BAD DEBT ACCOUNTS REMAINING AFTER THE AUTOMATIC UNINSURED DISCOUNT. THE HISTORICAL APPROVAL RATE SERVES AS A PROXY FOR PATIENTS WHO DID NOT COMPLETE THE FAP PROCESS BUT LIKELY WOULD HAVE QUALIFIED. THEREFORE, NO ESTIMATE IS MADE FOR BAD DEBT ATTRIBUTED TO FINANCIAL ASSISTANCE ELIGIBLE PATIENTS.
PART III, LINE 4:	GENERALLY, PATIENTS WHO ARE COVERED BY THIRD-PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE SYSTEM ALSO PROVIDES SERVICES TO UNINSURED PATIENTS AND OFFERS THOSE UNINSURED PATIENTS A DISCOUNT FROM STANDARD CHARGES. THE SYSTEM ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FROM THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGE BY ANY CONTRACTUAL ADJUSTMENTS, DISCOUNTS, AND IMPLICIT PRICE CONCESSIONS. IMPLICIT PRICE CONCESSIONS RELATE PRIMARILY TO AMOUNTS DUE DIRECTLY FROM PATIENTS. ESTIMATED PRICE CONCESSIONS ARE RECORDED FOR ALL UNINSURED ACCOUNTS, REGARDLESS OF THE AGE OF THOSE ACCOUNTS. ACCOUNTS ARE WRITTEN OFF WHEN ALL REASONABLE INTERNAL AND EXTERNAL COLLECTION EFFORTS HAVE BEEN MADE. THERE HAVE BEEN NO SIGNIFICANT CHANGES IN THE CURRENT PERIOD TO THE UNDERLYING ASSUMPTIONS USED BY THE SYSTEM TO ESTIMATE THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. SIGNIFICANT CHANGES IN PAYOR MIX, ECONOMIC CONDITIONS OR TRENDS IN FEDERAL AND STATE GOVERNMENTAL HEALTHCARE COVERAGE COULD AFFECT THE NATURE, AMOUNT, TIMING AND UNCERTAINTY OF THESE REVENUES AND CASH FLOWS. ADJUSTMENTS TO PREVIOUS REIMBURSEMENT ESTIMATES ARE REPORTED IN NET PATIENT SERVICE REVENUES IN THE PERIODS THAT SUCH ADJUSTMENTS BECOME KNOWN. FOR THE 11-MONTH PERIOD ENDED SEPTEMBER 30, 2025, THE IMPACT OF CHANGES TO PREVIOUS TRANSACTION PRICE ESTIMATES WAS CONSIDERED IMMATERIAL TO THE CURRENT PERIOD.
PART III, LINE 8:	THE COSTING METHODOLOGY IS BASED ON A COST-TO-CHARGE RATIO (CCR) CALCULATED USING SYSTEM-WIDE FINANCIAL DATA. SPECIFICALLY, TOTAL SYSTEM EXPENSES ARE DIVIDED BY TOTAL SYSTEM REVENUE AS REPORTED IN THE FINANCIAL STATEMENTS. THIS CCR IS THEN APPLIED CONSISTENTLY IN THE COMPUTATION OF FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS AND ALIGNS WITH THE METHODOLOGY USED IN THE COMMUNITY BENEFIT REPORT. THE ORGANIZATION CALCULATES MEDICARE SHORTFALL AS THE DIFFERENCE BETWEEN MEDICARE ALLOWABLE COSTS AND MEDICARE REIMBURSEMENT. ALTHOUGH THIS INFORMATION IS REPORTED IN SCHEDULE H, THE ORGANIZATION DOES NOT INCLUDE MEDICARE SHORTFALL AS COMMUNITY BENEFIT IN PART I, LINE 7 BECAUSE MEDICARE SERVICES ARE PROVIDED PURSUANT TO A GOVERNMENT INSURANCE PROGRAM AND ARE NOT CONSIDERED CHARITY CARE UNDER THE ORGANIZATION'S COMMUNITY BENEFIT REPORTING METHODOLOGY.
PART III, LINE 9B:	COLLECTION ACTIVITIES WILL BE SUSPENDED IF THE PATIENT IS FOUND TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE.
PART III, SECTION A, LINE 1:	THE AMOUNT REPORTED ON SCHEDULE H, PART III, SECTION A, LINE 1 REPRESENTS THE ORGANIZATION'S GROSS BAD DEBT EXPENSE AS RECORDED IN THE AUDITED FINANCIAL STATEMENTS (INCOME STATEMENT) FOR THE FISCAL YEAR. THIS AMOUNT REFLECTS CHARGES RELATED TO PATIENT ACCOUNTS THAT WERE DETERMINED TO BE UNCOLLECTIBLE AND WRITTEN OFF IN ACCORDANCE WITH THE ORGANIZATION'S ESTABLISHED ACCOUNTING POLICIES AND APPLICABLE FINANCIAL REPORTING STANDARDS. THE REPORTED AMOUNT IS PRESENTED ON A GROSS BASIS AS REFLECTED IN THE INCOME STATEMENT AND HAS NOT BEEN ADJUSTED USING THE ORGANIZATION'S COST-TO-CHARGE RATIO, UNLESS OTHERWISE REQUIRED FOR A SPECIFIC SCHEDULE H CALCULATION.
PART VI, LINE 2:	IN ADDITION TO FORMAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS), LEE HEALTH REGULARLY GATHERS REAL-TIME FEEDBACK FROM COMMUNITY MEMBERS THROUGH SURVEYS CONDUCTED AT COMMUNITY EVENTS, OUTREACH ACTIVITIES, AND HEALTH EDUCATION SESSIONS. THESE SURVEYS ARE DESIGNED TO BETTER UNDERSTAND EVOLVING HEALTH NEEDS, IDENTIFY BARRIERS TO CARE, AND ASSESS HOW COMMUNITY MEMBERS PERCEIVE LEE HEALTH'S ROLE IN SUPPORTING THEIR HEALTH AND WELL-BEING.THIS ONGOING ENGAGEMENT ALLOWS LEE HEALTH TO CAPTURE DIVERSE PERSPECTIVES, PARTICULARLY FROM UNDERSERVED AND HARD-TO-REACH POPULATIONS, AND TO EVALUATE THE EFFECTIVENESS AND ACCESSIBILITY OF ITS PROGRAMS AND SERVICES. INSIGHTS GATHERED ARE USED TO INFORM PROGRAM DEVELOPMENT, ENHANCE COMMUNITY PARTNERSHIPS, AND ENSURE THAT INITIATIVES REMAIN RESPONSIVE, RELEVANT, AND ALIGNED WITH COMMUNITY PRIORITIES.
PART VI, LINE 3:	LEE HEALTH INFORMS AND EDUCATES PATIENTS ABOUT FINANCIAL ASSISTANCE AND ELIGIBILITY FOR FEDERAL, STATE, AND LOCAL PROGRAMS THROUGH MULTIPLE CHANNELS. FINANCIAL ASSISTANCE INFORMATION IS POSTED AT ALL POINTS OF REGISTRATION ACROSS LEE HEALTH FACILITIES, ENSURING THAT PATIENTS SEE IT DURING THE INTAKE PROCESS. THE ORGANIZATION ALSO PROVIDES DETAILED INFORMATION ON ITS WEBSITE'S BILLING PAGE, INCLUDING ELIGIBILITY CRITERIA AND INSTRUCTIONS ON HOW TO APPLY FOR ASSISTANCE. IN ADDITION, EVERY PATIENT BILLING STATEMENT INCLUDES INFORMATION ON HOW TO APPLY FOR FINANCIAL ASSISTANCE AND HOW TO REQUEST HELP. THESE COMBINED METHODS ENSURE THAT PATIENTS AND GUARANTORS ARE CONSISTENTLY INFORMED ABOUT AVAILABLE ASSISTANCE OPTIONS.
PART VI, LINE 4:	LEE HEALTH SERVES A GROWING, DIVERSE POPULATION OF MORE THAN 850,000 RESIDENTS IN SOUTHWEST FLORIDA, PRIMARILY IN LEE COUNTY, INCLUDING FORT MYERS, CAPE CORAL, ESTERO, BONITA SPRINGS AND SURROUNDING AREAS, INCLUDING CLINICS IN NAPLES AND PORT CHARLOTTE. SEASONAL RESIDENTS AND TOURISTS SIGNIFICANTLY INCREASE THE POPULATION THROUGHOUT THE YEAR.ACCORDING TO THE 2020 U.S. CENSUS, LEE COUNTY'S POPULATION IS 17.7% CHILDREN (017), 53.9% ADULTS (1864) AND 28.4% SENIORS (65+), A HIGHER PROPORTION OF OLDER ADULTS THAN STATE AND NATIONAL AVERAGESMAKING SENIOR CARE A PRIORITY. THE POPULATION IS 78% WHITE AND 8.1% BLACK OR AFRICAN AMERICAN. A TOTAL OF 22.6% OF LEE COUNTY RESIDENTS IDENTIFY AS HISPANIC OR LATINO, EMPHASIZING THE NEED FOR LANGUAGE ACCESS AND CULTURAL COMPETENCY. LEE HEALTH IS THE COUNTY'S LARGEST EMPLOYER, FOLLOWED BY THE SCHOOL DISTRICT OF LEE COUNTY, LEE COUNTY GOVERNMENT, PUBLIX SUPER MARKETS AND CHICO'S FAS.
PART VI, LINE 5:	LEE HEALTH'S HOSPITAL AND CARE DELIVERY SYSTEM IS STRUCTURED TO ADVANCE ITS NONPROFIT MISSION BY IMPROVING ACCESS, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, AND REINVESTING RESOURCES INTO COMMUNITY BENEFIT INITIATIVES.AS A PUBLIC, NOT-FOR-PROFIT HEALTH SYSTEM, LEE HEALTH PARTNERS WITH PHYSICIANS, COMMUNITY ORGANIZATIONS, AND ACADEMIC INSTITUTIONS TO ENSURE CARE DELIVERY IS COLLABORATIVE AND RESPONSIVE TO COMMUNITY NEEDS. SURPLUS FUNDS ARE REINVESTED INTO PROGRAMS THAT EXPAND ACCESS AND PREVENTION EFFORTS, PARTICULARLY IN HIGH-NEED AREAS.KEY INITIATIVES DEMONSTRATE THIS COMMITMENT. THE COMMUNITY PARTNERSHIP SCHOOLS (CPS) PROGRAM INTEGRATES HEALTHCARE, EDUCATION, AND SOCIAL SERVICES, INCLUDING THE GOLISANO PEDIATRIC CLINIC AT FRANKLIN PARK ELEMENTARY SCHOOL, WHICH PROVIDES SCHOOL-BASED CARE TO CHILDREN AND FAMILIES. KIDS' MINDS MATTER EXPANDS ACCESS TO PEDIATRIC MENTAL AND BEHAVIORAL HEALTH SERVICES THROUGH COMMUNITY PARTNERSHIPS AND EARLY INTERVENTION EFFORTS. THE HEALTHY LIFE CENTER FURTHER SUPPORTS COMMUNITY HEALTH THROUGH PROGRAMS FOCUSED ON CHRONIC DISEASE PREVENTION, NUTRITION, AND OVERALL WELLNESS.LEE HEALTH'S FACILITIES AND SERVICES ARE GUIDED BY ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), ENSURING ALIGNMENT WITH PRIORITY NEEDS SUCH AS ACCESS TO CARE, BEHAVIORAL HEALTH, AND CHRONIC DISEASE PREVENTION. COLLECTIVELY, THESE EFFORTS POSITION LEE HEALTH'S FACILITIES AS KEY DRIVERS OF COMMUNITY HEALTH AND WELL-BEING.
PART VI, LINE 6:	AS PART OF THE LEE HEALTH SYSTEM, THE ORGANIZATION PROVIDES DIRECT PATIENT CARE WHILE LEE HEALTH AND ITS AFFILIATES SUPPORT COMMUNITY HEALTH THROUGH SHARED GOVERNANCE, COORDINATED PROGRAMS, AND SYSTEMWIDE INITIATIVES THAT IMPROVE ACCESS, PREVENTION, AND WELLNESS.

Schedule H (Form 990) 2024

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
LEE HEALTH SYSTEM INC

Employer identification number
99-2646504

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) RONALD MCDONALD HOUSE OF SW FL 16100 ROSERUSH CT FORT MYERS,FL33908	11-3704163	501(C)(3)	23,000	PEDIATRIC SUPOPRT; 29TH ANNUAL STORYBOOK BALL- LOTS OF LOVE DONATION
(2) AMERICAN CANCER SOCIETY 5020 TAMIAMI TRAIL N NAPLES,FL34103	13-1788491	501(C)(3)	12,000	CANCER SUPPORT
(3) MARCH OF DIMES INC PO BOX 5141 BOONE,IA50950	13-1846366	501(C)(3)	10,000	PEDIATRIC SUPOPRT
(4) AMERICAN HEART ASSN 9200 ESTERO PARK COMMONS ESTERO,FL33928	13-5613797	501(C)(3)	140,000	HEALTHCARE RELATED & COMMUNITY SUPPORT
(5) CANCER ALLIANCE NETWORK INC 3384 WOODS EDGE CIRCLE BONITA SPRINGS,FL34134	22-3879709	501(C)(3)	20,000	CANCER SUPPORT
(6) IMAGINE SOLUTIONS CONFERENCE 29130 BRENDISI WAY NAPLES,FL34110	26-1092889	501(C)(3)	34,650	EDUCATION
(7) BONITA BAY CLUB 26660 COUNTRY CLUB DR BONITA SPRINGS,FL34134	27-0155624	501(C)(7)	10,000	CANCER SUPPORT
(8) INTERSPORT INC 303 E WACKER CHICAGO,IL60601	36-3382136		10,000	COMMUNITY VISIBILITY
(9) VISUALITY INC 2506 2ND ST FORT MYERS,FL33901	45-2399065	501(C)(3)	10,000	LGBTQ+ YOUTH PROGRAM
(10) WASSERMAN EVENTS 10900 WILSHIRE BLVD LOS ANGELES,CA90024	46-3581388		8,750	COMMUNITY VISIBILITY
(11) VALERIE'S HOUSE PO BOX 1955 FORT MYERS,FL33902	47-3701240	501(C)(3)	10,000	HEALTHCARE RELATED
(12) UNITED WAY OF LEE HENDRY AND GLADES 7273 CONCOURSE DRIVE FORT MYERS,FL33908	59-1005169	501(C)(3)	145,000	LEE HEALTH EAP, HURRICANE HELENE RELIEF
(13) THE BOYS AND GIRLS CLUBS OF LEE COUNTY 13499 S CLEVELAND AVE FORT MYERS,FL33907	59-2013870	501(C)(3)	13,550	COMMUNITY SUPPORT, JAMES STEPHEN ADOPT A CLUB
(14) HOPE HOSPICE AND COMMUNITY SERVICES INC 9470 HEALTHPARK CIRCLE FORT MYERS,FL33908	59-2128697	501(C)(3)	159,887	UNRESTRICTED GIFT/DONATION
(15) MAKE A WISH FOUNDATION 3655 BONITA BEACH RD SUITE 3 BONITA SPRINGS,FL34134	59-2620322	501(C)(3)	6,000	PEDIATRIC SUPOPRT
(16) THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC PO BOX 1608 FORT MYERS,FL33902	59-2637849	501(C)(3)	30,000	EDUCATION
(17) COLLABORATORY 2031 JACKSON STREET 100 FORT MYERS,FL33901	59-6580974	501(C)(3)	447,785	(3) 4-YEAR RENEWABLE $20K SCHOLARSHIP REWARDS
(18) PREMIER MOBILE HEALTH SERVICES 10676 COLONIAL BLVD SUITE 20 FORT MYERS,FL33913	82-5372657	501(C)(3)	100,000	MOBILE UNIT ACTIVITIES- SEP & OCT 2024
(19) THE BOLD FOUNDATION INC 1580 N LOGAN ST STE 600 PMB 18696 DENVER,CO802034409	84-2719715	501(C)(3)	47,000	KIDS' MINDS MATTER: SOUTH FLORIDA CONTINUED EDUCATION SCHOLARSHIP
(20) PROPERTIES WITH PURPOSE INC 10900 WILSHIRE BLVD LOS ANGELES,CA90024	92-0342302	501(C)(3)	12,000	COMMUNITY VISIBILITY
(21) LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC 4211 METRO PARKWAY FORT MYERS,FL33916	65-0645343	501(C)(3)	4,366,204	REIMBURSE OPERATIONAL EXPENSES

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) AIN SCHOLARSHIPS	12	96,320
(2) LEE HEALTH EDUCATION AWARD	194	252,140
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

LEE HEALTH MAINTAINS RECORDS FOR ALL SPONSORSHIPS INTERNALLY. ELIGIBILITY CRITERIA FOR SUPPORT CAN BE FOUND ON OUR WEBSITE (HTTPS://WWW.LEEHEALTH.ORG/ABOUT-US/COMMUNITY-HEALTH-AND-IMPACT/SPONSORSHIP . COMMUNITY AFFAIRS MEETS ON A BI-WEEKLY BASIS TO REVIEW SPONSORSHIP REQUESTS FOR THE SYSTEM AND DETERMINE LEVEL OF SUPPORT BASED ON ALIGNMENT WITH THE SYSTEM PRIORITIES, COMMUNITY NEEDS AND FUNDS AVAILABLE.

Schedule I (Form 990) Rev. 1-2025

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
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Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Yes

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LAWRENCE ANTONUCCI PRESIDENT/CEO AND DIRECTOR (EX-OFFIC	(i) (ii)	214,779 ------------- 0	476,174 ------------- 0	5,417 ------------- 0	8,140 ------------- 0	5,124 ------------- 0	709,634 ------------- 0	0 ------------- 0
2DONALD MOYER NEUROSURGEON II	(i) (ii)	210,436 ------------- 0	367,137 ------------- 0	899 ------------- 0	0 ------------- 0	5,527 ------------- 0	583,999 ------------- 0	0 ------------- 0
3IAHN GONSENHAUSER CHIEF MEDICAL OFFICER	(i) (ii)	116,138 ------------- 0	368,622 ------------- 0	283 ------------- 0	5,877 ------------- 0	5,550 ------------- 0	496,470 ------------- 0	0 ------------- 0
4SCOTT NYGAARD CHIEF OPERATING OFFICER	(i) (ii)	139,363 ------------- 0	258,084 ------------- 0	1,351 ------------- 0	0 ------------- 0	5,934 ------------- 0	404,732 ------------- 0	0 ------------- 0
5WESLEY FAUNCE NEUROSURGEON II	(i) (ii)	249,501 ------------- 0	136,919 ------------- 0	75 ------------- 0	0 ------------- 0	3,816 ------------- 0	390,311 ------------- 0	0 ------------- 0
6BENJAMIN SPENCE CFO & COO	(i) (ii)	127,135 ------------- 0	234,568 ------------- 0	173 ------------- 0	3,207 ------------- 0	3,997 ------------- 0	369,080 ------------- 0	0 ------------- 0
7MURALI MUPPALA OFFICE PHYSICIAN	(i) (ii)	280,025 ------------- 0	43,890 ------------- 0	1,527 ------------- 0	0 ------------- 0	690 ------------- 0	326,132 ------------- 0	0 ------------- 0
8THOMAS HUNT CHIEF PHYSICIAN EXEC - MUSCULOSKELET	(i) (ii)	118,982 ------------- 0	176,403 ------------- 0	173 ------------- 0	9,384 ------------- 0	5,785 ------------- 0	310,727 ------------- 0	0 ------------- 0
9MALISSA WOOD CHIEF PHYSICIAN EXEC HEART AND VASCU	(i) (ii)	110,045 ------------- 0	162,228 ------------- 0	899 ------------- 0	5,512 ------------- 0	2,303 ------------- 0	280,987 ------------- 0	0 ------------- 0
10KRISTINE FAY CHIEF ADMIN OFFICER - LPG AND AMBULA	(i) (ii)	90,466 ------------- 0	166,228 ------------- 0	1,098 ------------- 0	0 ------------- 0	1,870 ------------- 0	259,662 ------------- 0	0 ------------- 0
11MICHAEL WUKITSCH CHIEF PEOPLE OFFICER	(i) (ii)	80,940 ------------- 0	150,600 ------------- 0	646 ------------- 0	4,000 ------------- 0	5,574 ------------- 0	241,760 ------------- 0	0 ------------- 0
12JOHN SCHOOLER CHIEF INFORMATION OFFICER	(i) (ii)	79,192 ------------- 0	147,780 ------------- 0	1,570 ------------- 0	4,668 ------------- 0	4,090 ------------- 0	237,300 ------------- 0	0 ------------- 0
13JENNIFER HIGGINS CHIEF NURSING OFFICER	(i) (ii)	62,618 ------------- 0	115,423 ------------- 0	173 ------------- 0	2,724 ------------- 0	2,976 ------------- 0	183,914 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 4B	TO RETAIN AND REWARD SELECTED LEADERSHIP, THE LEE HEALTH SYSTEM, INC. MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE SERP PROVIDES ELIGIBLE PARTICIPANTS WITH SUPPLEMENTAL RETIREMENT BENEFITS. ADDITIONALLY, SERP ACCOUNTS ARE CREDITED WITH EARNINGS EQUAL TO THE US TREASURY YIELD CURVE RATE ("CONSTANT MATURITY TREASURY" RATE) FOR A TEN (10) YEAR US TREASURY SECURITY, PLUS ONE PERCENT (1%), UNTIL THE CONTRIBUTION AND EARNINGS HAVE BEEN FULLY DISTRIBUTED. BENEFITS ARE VESTED THREE YEARS FROM THE YEAR AWARDED. THE PLAN IS AN UNFUNDED PLAN ESTABLISHED AND MAINTAINED FOR THE PRIMARY PURPOSE OF PROVIDING DEFERRED COMPENSATION BENEFITS FOR EMPLOYEES WHO SUBSTANTIALLY CONTRIBUTE TO THE SUCCESS OF THE ORGANIZATION. EMPLOYER CONTRIBUTIONS AND PARTICIPANT ELIGIBILITY ARE COMPLETELY DISCRETIONARY. THE PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS INTENDED TO COMPLY WITH SECTIONS 457(F) AND 409A OF THE CODE.
PART I, LINE 5	LEE HEALTH MAINTAINS A SHORT-TERM INCENTIVE PLAN (STIP) THAT PROVIDES ELIGIBLE EMPLOYEES WITH THE OPPORTUNITY TO EARN INCENTIVE COMPENSATION TIED TO ACHIEVEMENT OF ORGANIZATIONAL PERFORMANCE GOALS. INCENTIVE AWARDS ARE BASED ON PREDEFINED OPERATIONAL, QUALITY, PATIENT EXPERIENCE, WORKFORCE, GROWTH, AND FINANCIAL METRICS, AND ARE PAYABLE ONLY IF SPECIFIED PERFORMANCE THRESHOLDS AND OVERALL FINANCIAL REQUIREMENTS ARE MET.
EXECUTIVE COMPENSATION	EXECUTIVE COMPENSATION, INCLUDING THAT OF THE TOP MANAGEMENT OFFICIAL OF LEE MEMORIAL HEALTH SYSTEM FOUNDATION, INC. (LEE HEALTH FOUNDATION) IS SET BY THE BOARD OF DIRECTORS OF LEE HEALTH SYSTEM, INC. (LEE HEALTH), THE SOLE MEMBER OF LEE HEALTH FOUNDATION. IN DETERMINING REASONABLE COMPENSATION, THE BOARD RELIES ON APPROPRIATE AND RELIABLE COMPARABILITY DATA, WHICH MAY INCLUDE COMPENSATION BENCHMARKS FROM SIMILARLY SITUATED ORGANIZATIONS, TO ENSURE THAT THE COMPENSATION IS FAIR, REASONABLE, AND CONSISTENT WITH MARKET PRACTICES. THE BOARD'S REVIEW PROCESS IS INDEPENDENT, AND THE RATIONALE FOR THE APPROVED COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD OR COMMITTEE MEETING MINUTES.

Schedule J (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
LEE HEALTH SYSTEM INC

Employer identification number
99-2646504

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY	59-1793462	52350LAR1	10-31-2024	678,319,909	SEE PART VI		X		X		X
B	LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY	59-1793462	52350LAW0	12-05-2024	143,945,000	SEE PART VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	30,076,763
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	678,319,909		143,945,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	678,319,909
11 Other spent proceeds .............			143,945,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2024
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........		X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X	X
16 Has the final allocation of proceeds been made? ..........	X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	1.000 %		1.000 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0.100 %		0.100 %
6 Total of lines 4 and 5 .............	1.100 %		1.100 %
7 Does the bond issue meet the private security or payment test? ...		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X		X
b Exception to rebate? ........		X		X
c No rebate due? .........		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
PART I, LINE A, COLUMN (F):	ACQUISITION OF ASSETS OF LEE MEMORIAL HEALTH SYSTEM (TAX TREATMENT DETERMINED UNDER REGULATIONS SECTION 1.150-1(D)(2)(II)).
PART I, LINE B, COLUMN (F):	REFUNDING OF TAXABLE DEBT ISSUED 10/31/2024.

Schedule K (Form 990) (Rev. 1-2025)

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Schedule L
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) (Rev. 1-2025)

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) STEPHANIE ALLEN	FAMILY MEMBER OF DANE ALLEN, DIRECTOR	134,613	COMPENSATION RELATED TO STEPHANIE ALLEN'S EMPLOYMENT AS DIVISION DIRECTOR OF LEE HEALTH SYSTEM, INC.		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 WILL BE REVIEWED AND COMMENTED UPON BY THE BOARD OF DIRECTORS IN A MEETING IN THE MONTH PRECEDING THE FILING DEADLINE. FOLLOWING THIS MEETING, FORM 990 WILL BE MADE AVAILABLE VIA THE BOARD PORTAL FOR THEIR REVIEW AND COMMENT. ADDITIONALLY, FORM 990 HAS BEEN REVIEWED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM.
FORM 990, PART VI, SECTION B, LINE 12C	LEE HEALTH SYSTEM, INC REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT-OF-INTEREST POLICY. FOR EMPLOYEES AND BOARD MEMBERS, EACH CONFLICT OF INTEREST IS ASSESSED INTO ONE OF THREE TIER LEVELS. AT THE LOWEST RISK TIER LEVEL, CONFLICTS ARE CLASSIFIED AS MONITORED, MEANING NO MITIGATION PLANS ARE REQUIRED UNLESS CIRCUMSTANCES CHANGE. AT THE MIDDLE TIER LEVEL, CONFLICTS RESULT IN ACTION PLANS REQUIRING RESTRICTED INVOLVEMENT OF THE CONFLICTED PARTY. AT THE HIGHEST TIER, ACTION PLANS REQUIRE REMOVAL OR RECUSAL OF THE CONFLICTED PARTY RELATED TO ANY ACTIVITIES RELATED TO THE DISCLOSURE OR CONFLICT. THE CONFLICTS ARE TIERED BY THE COMPLIANCE OPERATIONS TEAM AND REPORTED TO EITHER THE AUDIT AND COMPLIANCE COMMITTEE OF THE LHS BOARD OF DIRECTORS OR TO THE EXECUTIVE COMPLIANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15A	THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL IS SET BY THE BOARD OF DIRECTORS OF LEE HEALTH SYSTEM, INC. (LEE HEALTH). IN DETERMINING REASONABLE COMPENSATION, THE BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT AND RELIES ON APPROPRIATE AND RELIABLE COMPARABILITY DATA, WHICH INCLUDES COMPENSATION BENCHMARKS FROM SIMILARLY SITUATED ORGANIZATIONS, TO ENSURE THAT THE COMPENSATION IS FAIR, REASONABLE, AND CONSISTENT WITH MARKET PRACTICES. THE BOARD'S REVIEW PROCESS IS INDEPENDENT, AND THE RATIONALE FOR THE APPROVED COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD AND COMMITTEE MEETING MINUTES. DURING THE TAX YEAR THE BOARD OF DIRECTORS OF LEE HEALTH CREATED AN EXECUTIVE COMPENSATION COMMITTEE TO ASSIST THE BOARD WITH ITS OVERSIGHT RESPONSIBILITIES AND THE PROCESS AS DESCRIBED ABOVE FOR THE TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19	NO DOCUMENTS ARE GENERALLY MADE AVAILABLE TO THE PUBLIC, BUT CAN BE FURNISHED UPON REQUEST.
FORM 990, PART VII - REPORTING PERIOD	THE COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J REPRESENTS COMPENSATION FOR THE PERIOD NOVEMBER 1, 2024 THROUGH DECEMBER 31, 2024. AS A RESULT OF THE CONVERSION TRANSACTION (SUMMARIZED IN THE NARRATIVE FOR FORM 990, PART VIII PART XI), ASSETS WERE TRANSFERRED INTO LEE HEALTH SYSTEM, INC. ON NOVEMBER 1, 2024, AT WHICH POINT THE OPERATIONS OF THE ORGANIZATION BEGAN.
FORM 990, PARTS VIII-XI, REPORTING PERIOD	LEE MEMORIAL HEALTH SYSTEM (LMHS), A SPECIAL-PURPOSE UNIT OF LOCAL GOVERNMENT, AND ITS COMPONENT UNITS OPERATED AS AN INDEPENDENT SPECIAL DISTRICT UNDER THE FLORIDA LEGISLATURE, CHAPTER 63-1552, LAWS OF FLORIDA, SPECIAL ACTS, 1963 AS RE-CODIFIED BY CHAPTER 2000-439, LAWS OF FLORIDA, SPECIAL ACTS, 2000 (THE ENABLING ACT). IN 2024, LMHS DETERMINED THAT A CONVERSION TO A NON-GOVERNMENTAL FLORIDA NONPROFIT ENTITY WOULD BE IN THE BEST FINANCIAL INTERESTS OF BOTH LMHS AND THE RESIDENTS OF LEE COUNTY. AS SUCH, LHS WAS FORMED AS THE OPERATOR THAT WOULD RECEIVE ALL OF THE OPERATIONS, ASSETS AND LIABILITIES OF LMHS UPON CONVERSION (THE CONVERSION TRANSACTION). ON OCTOBER 28, 2024, LEE COUNTY, LMHS, AND LHS ENTERED INTO A MISSION AGREEMENT (THE MISSION AGREEMENT) EFFECTIVE NOVEMBER 1, 2024, SETTING FORTH THE AGREEMENTS OF THE PARTIES WITH RESPECT TO THE CONVERSION TRANSACTION AND THE COMMITMENTS AND COVENANTS OF LHS TO LEE COUNTY WITH RESPECT TO ITS OWNERSHIP AND OPERATION OF THE HEALTH SYSTEM FOLLOWING THE CONVERSION TRANSACTION (INCLUDING, BUT NOT LIMITED TO, MAINTAINING A POLICY OF PROVIDING CHARITY CARE TO THE UNDERSERVED POPULATION OF LEE COUNTY CONSISTENT WITH SIMILARLY SITUATED TAX-EXEMPT SAFETY NET PROVIDERS IN FLORIDA, CONTINUED PARTICIPATION IN MEDICARE AND MEDICAID PROGRAMS, AND CONTINUATION OF THE SCOPE OF SERVICES CURRENTLY PROVIDED BY THE SYSTEM TO LEE COUNTY RESIDENTS). IN FURTHERANCE OF THE MISSION AGREEMENT, LMHS, LHS, AND VARIOUS LMHS COMPONENT UNITS ENTERED INTO CONTRIBUTION AND CONVEYANCE AGREEMENTS EFFECTIVE NOVEMBER 1, 2024, WHICH EFFECTIVELY GIFTED AND TRANSFERRED NET ASSETS, OR CONTRIBUTED ALL REMAINING ASSETS AND LIABILITIES, OF LMHS AND ITS COMPONENT UNITS TO LHS. IN CONNECTION WITH THE CONVERSION AND CONVEYANCE, LEE COUNTY TRAUMA SERVICES DISTRICT (THE TRAUMA DISTRICT) TRANSFERRED ALL OF ITS OPERATIONS. THE BLENDED COMPONENT UNITS AND DISCRETE COMPONENT UNITS OF LMHS BECAME AFFILIATES/SUBSIDIARIES OF LHS EITHER THROUGH (A) A DIRECT TRANSFER OF ALL OF THE MEMBERSHIP INTERESTS HELD BY LMHS IN SUCH COMPONENT UNITS TO LHS, (B) A MEMBER SUBSTITUTION PURSUANT TO WHICH LMHS CEASED BEING THE MEMBER OF SUCH COMPONENT UNIT AND LHS BECAME THE MEMBER, OR (C) CHANGING THE COMPOSITION OF SUCH COMPONENT UNIT/SUBSIDIARY'S BOARD OF DIRECTORS SUCH THAT ALL OR A MAJORITY OF THOSE BOARDS WERE COMPRISED OF INDIVIDUALS SERVING AS LHS'S BOARD OF DIRECTORS, OFFICERS, OR EMPLOYEES. ON NOVEMBER 1, 2024, LHS RECOGNIZED A CONTRIBUTION OF $2.7 BILLION REPRESENTING THE CARRYING VALUE OF CONTRIBUTED AND/OR TRANSFERRED NET ASSETS OF LMHS AND ITS COMPONENT UNITS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). THE SYSTEM'S FISCAL YEAR END IS SEPTEMBER 30. DUE TO THE CONVERSION TRANSACTION ON NOVEMBER 1, 2024, THE CONSOLIDATED FINANCIAL STATEMENTS PRESENT THE RESULTS OF OPERATIONS FOR THE 11-MONTH PERIOD BEGINNING NOVEMBER 1, 2024 AND ENDING SEPTEMBER 30, 2025. MANAGEMENT DETERMINED A PRESENTATION OF COMPARATIVE PERIODS WOULD NOT BE MEANINGFUL DUE TO THE SIGNIFICANT CHANGE IN REPORTING ENTITY BASIS OF ACCOUNTING. REFERENCES HEREIN TO "SYSTEM" REFER TO LMHS WITH RESPECT TO ACTIONS OR OTHER MATTERS OCCURRING PRIOR TO NOVEMBER 1, 2024, AND TO LHS WITH RESPECT TO ACTIONS OR OTHER MATTERS OCCURRING ON OR AFTER NOVEMBER 1, 2024. FORM 990, PARTS VIII, IX, X, AND XI ARE SIMILARLY PRESENTED TO REPRESENT THE PERIOD FROM NOVEMBER 1, 2024 THROUGH SEPTEMBER 30, 2025. PART X, COLUMN (A) FOR THE BEGINNING OF THE YEAR AMOUNTS IS PRESENTED AS $0, AS ALL ASSETS WERE TRANSFERRED INTO LHS ON NOVEMBER 1, 2024.
FORM 990, PART XI, LINE 9:	CONTRIBUTION OF NET ASSETS FROM LEE MEMORIAL HEALTH SYSTEM 2,801,582,050. DISTRIBUTIONS TO MINORITY INTERESTS -2,256,449. CHANGE IN DEFINED BENEFIT PLAN -1,957,728.
FORM 990, PART XII, LINE 1:	N/A

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

LEE HEALTH SYSTEM INC

Employer identification number

99-2646504

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) BEST CARE ASSURANCE LLC 6630 ORION DR SUITE 205 FORT MYERS,FL33912 82-1945488	HEALTH INSURANCE	FL	0	28,646,721	LEE HEALTH SYSTEM INC
(2) BEST CARE COLLABORATIVE LLC 6630 ORION DR SUITE 205 FORT MYERS,FL33912 82-1519388	HEALTHCARE MANAGEMENT SERVICES	FL	5,249,868	7,361,248	LEE HEALTH SYSTEM INC
(3) CB MEDICAL NORTH LLC 2780 CLEVELAND AVE MOC 459 FORT MYERS,FL33901 26-0125505	MEDICAL SERVICES REAL ESTATE	FL	0	19,677,883	LEE HEALTH SYSTEM INC
(4) CB MEDICAL SOUTH LLC 2780 CLEVELAND AVE MOC 459 FORT MYERS,FL33901 26-0125506	MEDICAL SERVICES REAL ESTATE	FL	0	21,743,369	LEE HEALTH SYSTEM INC
(5) COMMUNITY HEALTHCARE INNOVATIONS LLC 2780 CLEVELAND AVE LEGAL SERVICES FORT MYERS,FL33901 84-3653378	INVESTMENT HOLDING COMPANY	FL	0	0	LEE HEALTH SYSTEM INC
(6) FLORIDA RADIOLOGY LEASING LLC 6311 SOUTH POINT BLVD SUITE 600 FORT MYERS,FL33919 03-0420417	HEALTH CARE	FL	3,660,127	16,904,995	LEE HEALTH SYSTEM INC
(7) LEE HEALTHCARE HOLDINGS LLC 2780 CLEVELAND AVE LEGAL SERVICES FORT MYERS,FL33901 84-3647781	INVESTMENT HOLDING COMPANY	FL	21,305,020	136,500,323	COMMUNITY HEALTHCARE INNOVATIONS LLC
(8) LEE HEALTHCARE INVESTMENTS LLC 2780 CLEVELAND AVE LEGAL SERVICES FORT MYERS,FL33901 84-3798404	INVESTMENT HOLDING COMPANY	FL	4,113,583	2,859,166	COMMUNITY HEALTHCARE INNOVATIONS LLC
(9) LEE HEALTH HOME INFUSION LLC 11220-31 METRO PKWY FORT MYERS,FL33966 65-0767256	HEALTH CARE	FL	11,721,158	4,396,406	LEE HEALTH SYSTEM INC

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)BONITA COMMUNITY HEALTH CENTER INC 3501 HEALTH CARE BLVD BONITA SPRINGS,FL34135 59-3544102	HEALTH CARE	FL	501(C)(3)	3	LEE HEALTH SYSTEM INC	Yes
(2)HEALTHPARK CARE CENTER INC 16131 ROSERUSH CT FORT MYERS,FL33908 65-0319983	HEALTH CARE	FL	501(C)(3)	3	LEE HEALTH SYSTEM INC	Yes
(3)LEE COMMUNITY HEALTHCARE INC 2776 CLEVELAND AVE FORT MYERS,FL33901 46-4268427	HEALTH CARE	FL	501(C)(3)	7	LEE HEALTH SYSTEM INC	Yes
(4)LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC 9800 S HEALTHPARK DR 405 FORT MYERS,FL33908 65-0645343	FUNDRAISING	FL	501(C)(3)	7	LEE HEALTH SYSTEM INC	Yes
(5)LEE MEMORIAL HOME HEALTH INC 2776 CLEVELAND AVE FORT MYERS,FL339022218 59-2186101	HEALTH CARE	FL	501(C)(3)	10	LEE HEALTH SYSTEM INC	Yes
(6)LEE COUNTY TRAUMA SERVICES DISTRICT 13685 DOCTORS WAY STE 100 FORT MEYERS,FL33912 02-0702732	INACTIVE	FL	501(C)(3)	3	LEE HEALTH SYSTEM INC	Yes
(7)LEESAR INC 2727 WINKLER AVE FORT MEYERS,FL33901 26-3818222	SUPPLY PROCUREMENT	FL	501(C)(3)	12A, I	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) PARAMOUNT SURGERY CENTER LLC 14631 HOPE CENTER LOOP FORT MYERS,FL33912 45-2232749	HEALTH CARE	FL	LEE HEALTHCARE HOLDINGS LLC	RELATED	1,730,193	14,390,257		No			No	51.000 %
(2) LH GPA FUND I LP 1 FREEDOM VALLEY DRIVE OAKS,PA19456 99-4895801	PRIVATE INVESTMENT FUND	DE	LEE HEALTH SYSTEM INC	INVESTMENT	361,627	13,361,627		No			No	99.980 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) BEST CARE PARTNERS INC 6630 ORION DR SUITE 205 FORT MYERS,FL33912 37-1920935	HEALTH INSURANCE	FL	LEE HEALTH SYSTEM INC	C		5,792,998	100.000 %	Yes

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC	C	21,027,136	FMV
(2) LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC	D	11,977,000	FMV
(3) LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC	B	4,366,204	FMV
(4) LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC	O	2,619,632	FMV
(5) LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC	S	2,745,178	FMV
(6) HEALTHPARK CARE CENTER INC	O	12,972,867	FMV
(7) HEALTHPARK CARE CENTER INC	S	6,648,329	FMV
(8) LEE MEMORIAL HOME HEALTH INC	O	6,921,464	FMV
(9) LEE MEMORIAL HOME HEALTH INC	S	2,525,690	FMV
(10) PARAMOUNT SURGERY CENTER LLC	S	2,348,549	FMV
(11) BONITA COMMUNITY HEALTH CENTER INC	S	3,278,258	FMV
(12) LH GPA FUND I LP	B	13,000,000	FMV

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference

Explanation

SCHEDULE R, PART V, LINE 1S

THE AMOUNTS NOTED IN LINE 1S FOR RELATED ENTITIES HEALTHPARK CARE CENTER, INC. , LEE HEALTH SYSTEM FOUNDATION, INC. , AND LEE MEMORIAL HOME HEALTH CARE, INC. REPRESENT THE INTERCOMPANY BALANCE DUE TO LHS, INC FOR THE ACTIVITIES OF THE RELATED ENTITY DURING THE REPORTING PERIOD, LESS SALARY AND WAGES SEPARATELY REPORTED IN LINE 1O. THIS TOTAL INCLUDES REVENUES RECORDED LESS OTHER NON-SALARY EXPENSES INCURRED DURING THE REPORTING PERIOD.

SCHEDULE R, PART I

COMMUNITY HEALTHCARE INNOVATIONS, INC. IS A HOLDING COMPANY WHOSE ACTIVITIES ARE CONDUCTED THROUGH ITS WHOLLY OWNED DISREGARDED ENTITIES, LEE HEALTHCARE HOLDINGS, LLC ("LHH") AND LEE HEALTHCARE INVESTMENTS, LLC ("LHI"). THE ASSETS, LIABILITIES, REVENUES, AND EXPENSES OF THESE ENTITIES ARE REPORTED BY LEE HEALTH SYSTEM, INC AND DISCLOSED ON SCHEDULE R UNDER LHH AND LHI, RESPECTIVELY . THEREFORE, COMMUNITY HEALTHCARE INNOVATIONS REPORTS NO SEPARATE INCOME OR ASSETS TO AVOID DUPLICATIVE REPORTING WITHIN THE FORM 990 FILING.

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO BE A TRUSTED PARTNER, EMPOWERING HEALTHIER LIVES THROUGH CARE AND COMPASSION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	17,835
6	Total number of volunteers (estimate if necessary) .............	6	2,373
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,223,154
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	592,726

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		148,147,585
9	Program service revenue (Part VIII, line 2g) .........		3,203,277,962
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....		138,064,993
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		15,446,677
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)		3,504,937,217
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		6,881,102
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)		1,628,841,325
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....		1,401,344,556
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)		3,037,066,983
19	Revenue less expenses. Subtract line 18 from line 12.......		467,870,234
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............		4,907,336,172
21	Total liabilities (Part X, line 26).............		1,595,806,507
22	Net assets or fund balances. Subtract line 21 from line 20.....		3,311,529,665

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,747,119,510 including grants of $ 6,881,102 ) (Revenue $ 3,206,212,238 )
	LEE HEALTH SYSTEM, INC. (LHS) PROVIDES BOTH INPATIENT AND OUTPATIENT HEALTHCARE SERVICES THROUGHOUT SOUTHWEST FLORIDA. AS A SAFETY-NET HOSPITAL, LHS PROVIDES SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. PROVIDING HEALTHCARE ACROSS FIVE HOSPITALS AND OVER 100 OUTPATIENT LOCATIONS, INCLUDING A REGIONAL CANCER CENTER, LHS PROVIDED IN EXCESS OF $168 MILLION IN CHARITY CARE TO THE COMMUNITY FOR PATIENTS WHO WERE NOT COVERED BY ANY GOVERNMENTAL OR PRIVATE INSURANCE PROGRAM. IN ADDITION, LHS PROVIDED ALMOST $60 MILLION IN COMMUNITY BENEFIT AND OUTREACH, THROUGH PROGRAMS SUCH AS EXPANSIVE CLINICAL EDUCATION, COMMUNITY DONATIONS, AND HEALTH PROMOTION AND EDUCATION. LHS PROVIDES A COMPLETE RANGE OF HEALTHCARE SERVICES. WITH OVER 1800 INPATIENT ACUTE CARE ADULT BEDS AND A 135 BED CHILDREN'S HOSPITAL (INCLUDING 70 NICU BEDS), LHS SUPPORTED OVER 90,000 ADMISSIONS TO ACUTE CARE, REPRESENTING OVER 500,000 DAYS OF TOTAL INPATIENT CARE. IN ADDITION, LHS COMPLETED OVER 56,000 INPATIENT AND OUTPATIENT SURGERIES, GAVE BIRTH TO OVER 7,500 BABIES, PROVIDED SERVICES TO OVER 300,000 PATIENTS THROUGH THE EMERGENCY ROOM, 40,000 HOME HEALTH VISITS, AND NEARLY 2,500,000 VISITS WITH PROVIDERS. LHS INCLUDES OVER 17,000 EMPLOYEES WORKING WITH A MEDICAL STAFF OF 2,500 PROVIDERS, AS WELL AS EXTERNAL VOLUNTEERS IN THE THOUSANDS. HIGHLIGHTS OF OUR EXPANDED CARE FOR THE COMMUNITY INCLUDE THE LAUNCH OF A MOBILE MEDICAL CLINIC, PARTNERSHIPS IN PARAMEDICINE WITH LEE COUNTY EMERGENCY SERVICES, THE CREATION OF A PEDIATRIC CLINIC INSIDE OF FRANKLIN PARK ELEMENTARY, THE SIGNIFICANT EXPANSION OF PEDIATRIC BEHAVIORAL HEALTH SERVICES, AND THE ONLY HOSPITAL IN FLORIDA (GOLISANO CHILDREN'S HOSPITAL) TO BE CERTIFIED AS AN AUTISM CENTER.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,747,119,510

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) IAHN GONSENHAUSER........................................................................ CHIEF MEDICAL OFFICER	55.00 .......................0.00	X		485,043	0	11,427
(19) SCOTT NYGAARD........................................................................ CHIEF OPERATING OFFICER	55.00 .......................0.00	X		398,798	0	5,934
(20) KRISTINE FAY........................................................................ CHIEF ADMIN OFFICER - LPG AND AMBULATORY CARE SVCS	55.00 .......................0.00	X		257,792	0	1,870
(21) MICHAEL WUKITSCH........................................................................ CHIEF PEOPLE OFFICER	55.00 .......................0.00	X		232,186	0	9,574
(22) JOHN SCHOOLER........................................................................ CHIEF INFORMATION OFFICER	55.00 .......................0.00	X		228,542	0	8,758
(23) JENNIFER HIGGINS........................................................................ CHIEF NURSING OFFICER	55.00 .......................0.00	X		178,214	0	5,700
(24) DONALD MOYER........................................................................ NEUROSURGEON II	55.00 .......................0.00		X	578,472	0	5,527
(25) WESLEY FAUNCE........................................................................ NEUROSURGEON II	55.00 .......................0.00		X	386,495	0	3,816
(26) MURALI MUPPALA........................................................................ OFFICE PHYSICIAN	55.00 .......................0.00		X	325,442	0	690
(27) THOMAS HUNT........................................................................ CHIEF PHYSICIAN EXEC - MUSCULOSKELETAL	55.00 .......................0.00		X	295,558	0	15,169
(28) MALISSA WOOD........................................................................ CHIEF PHYSICIAN EXEC HEART AND VASCULAR INSTITUTE	55.00 .......................0.00		X	273,172	0	7,815

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	4,726,110	0	96,748

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	21,027,135
e	Government grants (contributions)		1e	127,120,450

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		148,147,585

		Business Code
2a	NET PATIENT SERVICE RE	622110	2,950,508,410	2,950,508,410
b	PHARMACY	456110	207,219,464	206,972,994	246,470
c	HOSPITAL JOINT VENTURE	621111	20,832,404	20,832,404
d	RENTAL INCOME	531120	4,153,330	3,176,646	976,684
e
f	All other program service revenue.		20,564,354	20,564,354
g	Total. Add lines 2a–2f .....		3,203,277,962

3 Investment income (including dividends, interest, and othersimilar amounts) ......			109,807,212			109,807,212
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	571,923
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	571,923
d	Net rental income or (loss).......			571,923			571,923
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	698,775,595	83,985
b	Less: cost or other basis and sales expenses	7b	669,652,622	949,177
c	Gain or (loss)	7c	29,122,973	-865,192
d	Net gain or (loss).........			28,257,781			28,257,781
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	CAFETERIA		722513	8,788,214			8,788,214
b	OTHER SALES REVENUE		561000	3,152,264			3,152,264
c
d	All other revenue ....			2,934,276	2,934,276
e	Total. Add lines 11a–11d ......			14,874,754
12	Total revenue. See instructions.....			3,504,937,217	3,204,989,084	1,223,154	150,577,394

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,785,122	5,785,122
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	348,460	348,460
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	747,520	747,520
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	9,849,859		9,849,859
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	134,613		134,613
7	Other salaries and wages........	1,395,089,029	1,371,262,548	23,826,481
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,605,659	2,605,659
9	Other employee benefits .......	128,918,290	125,816,068	3,102,222
10	Payroll taxes ...........	92,243,875	72,242,668	20,001,207
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	28,951,965	429,072	28,522,893
c	Accounting ...........	1,125,811		1,125,811
d	Lobbying ...........	551,446		551,446
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	5,864,780		5,864,780
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	275,583,283	225,642,629	49,940,654
12	Advertising and promotion ....	3,979,786	101,306	3,878,480
13	Office expenses .......	6,036,943	2,027,815	4,009,128
14	Information technology ......	78,861,929	13,545,673	65,316,256
15	Royalties ..
16	Occupancy ...........	42,049,039	20,840,140	21,208,899
17	Travel ............	1,960,889	440,487	1,520,402
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	836,444	369,706	466,738
20	Interest ...........	25,826,135	24,330,631	1,495,504
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	124,037,276	113,633,888	10,403,388
23	Insurance ...	14,036,550	5,511,889	8,524,661
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MED. SUPPLIES AND DRUGS	706,626,135	706,626,135
b	HEALTHCARE ACCESS ASSES	36,093,438	36,093,438
c	RECRUITMENT	19,230,649	4,861,905	14,368,744
d	REPAIRS AND MAINTENANCE	8,349,567	4,653,133	3,696,434
e	All other expenses	21,342,491	9,203,618	12,138,873
25	Total functional expenses. Add lines 1 through 24e	3,037,066,983	2,747,119,510	289,947,473	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			0	1	199,729,329
2	Savings and temporary cash investments .........			0	2	79,825,975
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			0	4	559,820,183
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			0	7	2,670,000
8	Inventories for sale or use ............			0	8	58,615,734
9	Prepaid expenses and deferred charges ......			0	9	46,883,439
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,295,414,441
b	Less: accumulated depreciation	10b	1,535,464,197	0	10c	1,759,950,244
11	Investments—publicly traded securities .				11	1,432,038,400
12	Investments—other securities. See Part IV, line 11 .....				12	270,664,034
13	Investments—program-related. See Part IV, line 11 ..				13	91,074,118
14	Intangible assets ...............				14	8,342,225
15	Other assets. See Part IV, line 11 ...........			0	15	397,722,491
16	Total assets. Add lines 1 through 15 (must equal line 33)...			0	16	4,907,336,172

17	Accounts payable and accrued expenses .....	0	17	378,735,617
18	Grants payable ...		18
19	Deferred revenue .........	0	19	5,054,097
20	Tax-exempt bond liabilities .........	0	20	583,661,299
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	319,931,952
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	0	25	308,423,542
26	Total liabilities. Add lines 17 through 25..	0	26	1,595,806,507

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	0	27	3,310,954,798
28	Net assets with donor restrictions ...........	0	28	574,867
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	0	32	3,311,529,665
33	Total liabilities and net assets/fund balances ........	0	33	4,907,336,172

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No