Health Care
(E03)
990 on File
LEE COUNTY MEDICAL SOCIETY FOUNDATION INC
Financial strength (30%)
63/100
Reliability (20%)
50/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$29K
Total Revenue
$34K
Total Expenses
$95K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
90.0%
Fundraising Efficiency
105.2%
Operating Reserve
33.72x
Liability-to-Asset
0.8%
Revenue Diversification
98.3%
Compared with Peers
FY 2025
Compared with 2,071 similar organizations
(United States, Health Care, under $100K 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
|
90.0% | 82.9% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
105.2% | 24.8% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
33.7 mo | 25.7 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.8% | 0.0% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
98.3% | 99.8% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-22.8% | 0.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
69.0% | -2.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-18.3% | 16.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $29K | $34K | $95K | 90.0% | — |
| 2024 | $37K | $20K | $101K | 75.1% | — |
| 2023 | $14K | $21K | $83K | 85.0% | — |
| 2022 | $43K | $16K | $91K | 76.3% | — |
| 2021 | $84K | $35K | N/A | — | 1 |
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