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Southeastern Healthcare Foundation

Lake Shore Hospital

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$6.49M (2023)

Expenses
$6.22M (2023)

Total Assets
$17.8M (2023)

Total Liabilities
$14.4M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,490,771
Expenses
$6,218,055
Net Income
$272,716
Net Assets
$3,369,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,226,052
95.9%
Investment Income $264,719
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,751,659
Total Liabilities $14,382,239
Net Assets $3,369,420
Compensation
Key Employees and Officers Compensation Related Other
Bradley Pollitt (Secretary/Director/Sthc Vp Facilities Development) $0 $411,042 $48,570
David Nelson Md (President/Director/Uf Svp Health Affairs) $0 $1,566,779 $51,184
Edward Jimenez (Chairman/Director/Ceo Shands Teaching Hospital & Clinics (Thru July 2022)) $0 $2,899,973 $38,142
James J Kelly Jr (Interim Ceo (Beg Aug 2022); Svp/Cfo/Treasurer/Director) $0 $939,771 $37,867
Christopher Cowen (Director/Uf Svp And Cfo (Partial Year)) $0 $748,858 $102,891
Colleen Koch Md (Director/Uf College Of Medicine Dean) $0 $1,041,689 $38,612
Scott Sumner (Director (Beg Feb 2023)/ Uf Chief Of Finance And Admin) $0 $364,302 $55,772
Thomas William Young Esq (Director/ Sthc Clo) $0 $418,420 $60,189

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,210,420
Expenses
$4,210,420
Net Income
$0
Net Assets
$3,096,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,210,420
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,510,471
Total Liabilities $13,413,767
Net Assets $3,096,704
Compensation
Key Employees and Officers Compensation Related Other
Bradley Pollitt (Secretary/Director/Sthc Vp Facilities Development) $0 $403,477 $46,818
David Nelson Md (President/Director/Uf Svp Health Affairs) $0 $1,420,423 $48,651
Edward Jimenez (Chairman/Director/Ceo Shands Teaching Hospital & Clinics) $0 $1,621,281 $47,532
James J Kelly Jr (Svp/Cfo/Treasurer/Director) $0 $822,376 $36,813
Christopher Cowen (Director/Uf Svp And Cfo) $0 $746,768 $147,383
Colleen Koch Md (Director/Uf College Of Medicine Dean) $0 $854,419 $47,457
Kari Valentine Esq (Assistant Secretary/Avp Legal Affairs (Partial Year)) $0 $305,264 $32,691
Thomas William Young Esq (Director) $0 $192,387 $44,475

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,573,134
Expenses
$3,572,862
Net Income
$272
Net Assets
$3,096,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $272
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,572,862
100.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,351,909
Total Liabilities $12,255,205
Net Assets $3,096,704
Compensation
Key Employees and Officers Compensation Related Other
Bradley Pollitt (Secretary/Director/Sthc Vp Facilities Development) $0 $336,650 $34,745
David Nelson Md (President/Director/Uf Svp Health Affairs) $0 $1,095,463 $30,325
Edward Jimenez (Chairman/Director/Ceo Shands Teaching Hospital & Clinics) $0 $1,270,317 $32,593
James J Kelly Jr (Svp/Cfo/Treasurer/Director) $0 $665,207 $32,153
Bernabe Icaza (Director/Deputy General Counsel (Through Nov 2020)) $0 $247,759 $24,665
Christopher Cowen (Director/Uf Svp And Cfo) $0 $283,698 $41,295
Colleen Koch Md (Director/Uf College Of Medicine Dean (Beginning Jan 2021)) $0 $0 $0
Kari Valentine (Assistant Secretary (Beginning Jan 2021)/Associate Vp) $0 $160,658 $7,769
David Guzick Md Ph D (Former President) $0 $207,664 $12,209

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,818,810
Expenses
$8,710,497
Net Income
$108,313
Net Assets
$3,096,432
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $108,313
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,710,497
98.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,043,100
Total Liabilities $11,946,668
Net Assets $3,096,432
Compensation
Key Employees and Officers Compensation Related Other
Bradley Pollitt (Secretary/Director) $0 $370,832 $34,334
David Nelson Md (President/Director) $0 $1,345,265 $35,407
Edward Jimenez (Chairman/Director) $0 $1,501,817 $32,212
James Kelly Jr (Treasurer/Director) $0 $750,266 $31,787
Bernabe Icaza (Director) $0 $261,968 $28,043
Joseph Tyndall Md (Interim Dean Of The Uf College Of Medicine/Director) $0 $648,437 $38,945
Michael Mc Kee (Director) $0 $336,541 $104,334
David Guzick Md Ph D (Former President) $0 $744,128 $40,932

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$344,651
Expenses
$12,979
Net Income
$331,672
Net Assets
$2,988,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $254,651
73.9%
Investment Income $90,000
26.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,022,795
Total Liabilities $17,034,676
Net Assets $2,988,119
Compensation
Key Employees and Officers Compensation Related Other
Edward Jimenez (Chairman) $0 $1,424,105 $31,950
James Kelly Jr (Treasurer/Director) $0 $709,004 $31,493
David Nelson Md (President/Director (Begin 7 1 18)) $0 $766,283 $64,174
Bradley Pollitt (Secretary/Director) $0 $347,419 $33,973
Bernabe Icaza (Director) $0 $259,026 $27,919
Michael Mc Kee (Director) $0 $342,904 $97,201
Joseph Tyndall Md (Director (Begin 7 30 18)) $0 $592,799 $41,544
David Guzick Md Ph D (Former President) $0 $1,400,355 $44,052

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$305,193
Expenses
$13,038
Net Income
$292,155
Net Assets
$2,679,905
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $254,651
83.4%
Investment Income $50,542
16.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,269,236
Total Liabilities $11,589,331
Net Assets $2,679,905
Compensation
Key Employees and Officers Compensation Related Other
Edward Jimenez (Chairman) $0 $1,463,920 $30,833
David S Guzick Md Ph D (President) $0 $1,509,262 $43,785
James J Kelly Jr (Treasurer) $0 $717,515 $27,701
Bradley Pollitt (Secretary) $0 $347,121 $32,816
Bernabe Icaza (Director) $0 $257,796 $27,008
Michael L Good Md (Director) $0 $962,571 $44,537
Michael Mc Kee (Director) $0 $320,650 $91,784

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$309,519
Expenses
$13,982
Net Income
$295,537
Net Assets
$2,387,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $254,651
82.3%
Investment Income $54,868
17.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,242,631
Total Liabilities $10,854,881
Net Assets $2,387,750
Compensation
Key Employees and Officers Compensation Related Other
David S Guzick Md Ph D (President) $0 $1,484,258 $41,480
Edward Jimenez (Chairman) $0 $1,368,869 $30,453
James J Kelly Jr (Treasurer) $0 $668,936 $27,392
Bradley Pollitt (Secretary) $0 $316,476 $32,270
Michael L Good Md (Director) $0 $891,417 $43,775
Bernabe Icaza (Director) $0 $256,075 $21,734
Michael Mc Kee (Director) $0 $317,943 $148,093

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$322,865
Expenses
$102,096
Net Income
$220,769
Net Assets
$2,092,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $254,651
78.9%
Investment Income $68,214
21.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,788,066
Total Liabilities $13,695,854
Net Assets $2,092,212
Compensation
Key Employees and Officers Compensation Related Other
Bradley Pollitt (Secretary) $0 $302,167 $31,424
Michael Good (Director) $0 $810,516 $43,500
David Guzick (President) $0 $1,417,881 $35,133
James Kelly Jr (Treasurer) $0 $507,757 $26,512
Bernabe Icaza (Director) $0 $50,828 $9,466
Michael Mckee (Director) $0 $298,213 $54,285
Edward Jimenez (Chairman) $0 $1,129,965 $26,926

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$313,780
Expenses
$28,552
Net Income
$285,228
Net Assets
$7,861,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $254,651
81.2%
Investment Income $59,129
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,552,181
Total Liabilities $690,736
Net Assets $7,861,445
Compensation
Key Employees and Officers Compensation Related Other
Bradley Pollitt (Secretary) $0 $294,509 $30,387
Michael Good (Director) $0 $776,970 $40,424
David Guzick (President) $0 $1,259,944 $33,609
James Kelly Jr (Treasurer) $0 $343,120 $25,581
Vivian Gallo (Director) $0 $218,744 $22,032
Michael Mckee (Director) $0 $229,959 $37,955
Edward Jimenez (Chairman) $0 $712,657 $25,867
Cristina Palacio (Director) $0 $172,175 $23,034
Timothy Goldfarb (Chairman) $0 $1,728,860 $31,264
Kevin Coleman (Director) $0 $149,650 $20,362

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$287,821
Expenses
$15,765
Net Income
$272,056
Net Assets
$7,576,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $252,329
87.7%
Investment Income $35,492
12.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,242,537
Total Liabilities $666,321
Net Assets $7,576,216
Compensation
Key Employees and Officers Compensation Related Other
Timothy Goldfarb (Chairman) $0 $1,194,306 $78,972
Bradley Pollitt (Secretary) $0 $282,294 $34,306
Michael Good (Director) $0 $694,192 $42,189
David Guzick (President) $0 $1,256,835 $35,675
James Kelly Jr (Treasurer) $0 $383,495 $18,001
Kevin Coleman (Director) $0 $148,194 $12,076
Vivian Gallo (Director) $0 $119,758 $5,191
Matthew Fajack (Director) $0 $265,317 $35,536

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$299,157
Expenses
$17,231
Net Income
$281,926
Net Assets
$7,304,159
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $249,836
83.5%
Investment Income $49,021
16.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $300
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,381,283
Total Liabilities $1,077,124
Net Assets $7,304,159

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$307,958
Expenses
$6,813
Net Income
$301,145
Net Assets
$1,032,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $247,190
80.3%
Investment Income $60,768
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,215,822
Total Liabilities $1,183,589
Net Assets $1,032,233

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,455
Expenses
$16,213
Net Income
$267,242
Net Assets
$6,721,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $244,620
86.3%
Investment Income $38,835
13.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,777,669
Total Liabilities $1,056,579
Net Assets $6,721,090

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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