THE LEE COUNTY MEDICAL SOCIETY INC

EIN: 237026263 Community Improvement

LEHIGH ACRES, FL

Total Revenue
$349,429
Total Expenses
$316,888
Total Assets
$985,895
Net Assets
$827,828
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1932
Legal Domicile
FL
Principal Officer
JULIE RAMIREZ
Phone
2393406351
Tax Period
2024-01-01 to 2024-12-31

THE LEE COUNTY MEDICAL SOCIETY INC, founded in 1932, is a small nonprofit in the Community Improvement sector that reported $349K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $317K left a modest 9% surplus.

Mission

THE PURPOSE OF THE LCMS IS TO UNITE THE MEDICAL PROFESSION OF LEE COUNTY, FL, INTO ONE COMPACT ORGANIZATION; EXTEND MEDICAL KNOWLEDGE AND ADVANCE MEDICAL SCIENCE; ELEVATE THE STANDARDS OF MEDICAL EDUCATION; STRIVE FOR THE ENACTMENT, PRESERVATION AND ENFORCEMENT OF JUST MEDICAL AND PUBLIC HEALTH LAWS; PROMOTE FRIENDLY RELATIONS AMONG DOCTORS OF MEDICINE AND GUARD AND FOSTER THEIR LEGITIMATE INTERESTS; ENLIGHTEN AND ALERT THE PUBLIC; AND MERIT ITS RESPECT AND CONFIDENCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $319,299
Investment Income $25,881
Other Revenue $4,249
TOTAL REVENUE $349,429

Expense Breakdown

Grants Paid $0
Salaries & Benefits $133,768
Fundraising Expenses $0
Other Expenses $183,120
TOTAL EXPENSES $316,888

Year-over-Year Comparison

2024 2023 Change
Revenue $349,429 $378,197 -0.1%
Expenses $316,888 $349,967 -0.1%
Net Income $32,541 $28,230 +0.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
2
Volunteers
15

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
11
$104,355
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE RAMIREZ EXECUTIVE DIRECTOR 40.00
Director
$104,355 $0 $104,355
GAMINI SOORI MD MBA PRESIDENT-ELECT 1.00
Officer Director
$0 $0 $0
SCOTT CAESAR MD PRESIDENT 2.00
Officer Director
$0 $0 $0
ARIE DOSORETZ MD SECRETARY 1.00
Officer Director
$0 $0 $0
LUCIA HUFFMAN MD MEMBER-AT-LARGE 0.50
Director
$0 $0 $0
JUSTIN CASEY MD MEMBER-AT-LARGE 0.50
Director
$0 $0 $0
MAGALI VAN DEN BERGH MD MEMBER-AT-LARGE 0.50
Director
$0 $0 $0
LILIANA BUSTAMANTE MEMBER-AT-LARGE 0.50
Director
$0 $0 $0
ASIF AZAM TREASURER 1.00
Officer Director
$0 $0 $0
JORDAN TAILLON MEMBER-AT-LARGE 0.50
Director
$0 $0 $0
KRISTINA MIRABEAU-BEALE MEMBER-AT-LARGE 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $349,429 $316,888 $985,895 $32,541
2023 $378,197 $349,967 $963,436 $28,230
2022 $343,166 $333,258 $911,188 $9,908
2021 $290,402 $336,013 $922,229 $-45,611
2020 $335,200 $345,139 $943,436 $-9,939
2019 $393,994 $407,413 $1,024,245 $-13,419
2018 $387,434 $395,204 $1,038,156 $-7,770
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