Philanthropy & Grantmaking
(T112)
IRS Verified
DX Registered
990 on File
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
Financial strength (30%)
78/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
To continue to meet the health care needs and improve the health status of the people of Southwest Florida.
Financial Overview — FY 2025
$41.6M
Total Revenue
$25.6M
Total Expenses
$91.6M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.4%
Fundraising Efficiency
563.4%
Operating Reserve
42.97x
Liability-to-Asset
19.8%
Revenue Diversification
89.5%
Compared with Peers
FY 2025
Compared with 379 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
82.4% | 91.4% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
5.2% | 6.3% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
12.4% | 3.2% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
563.4% | 1066.2% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
43.0 mo | 29.5 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
19.8% | 6.2% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
89.5% | 91.3% |
P10P90
|
Above median |
|
Surplus margin
Surplus as a share of revenue
|
38.5% | 4.5% |
P10P90
|
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