Stratum Health System Inc
Stratum Health System was created to establish a comprehensive system enabling access to post-acute health care services, benefiting the community and other health care organizations.
Stratum Health System Inc at a glance
- Total assets
- $162,043,298
- +1.6% vs 2024
- Revenue (2025)
- $14,103,046
- -69.6% vs 2024
- Net investment income (2025)
- $6,805,104
- -41.9% vs 2024
- Expenses (2025)
- $8,207,905
- -76.5% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Stratum Health System Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was $5M or more: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Stratum Health System Inc gives
- Giving grew 63% from 2019 to 2022. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $3.4M (2020) to $40.4M (2021). In 2022 it made 1 grant totaling $10.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tidewell Foundation Inc Sarasota, FL | Grant to Support Program Services | $9,961,292 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $162,043,298 | $14,103,046 | $8,207,905 | — | — | $6,805,104 |
| 2024 | $159,497,930 | $46,332,558 | $34,926,443 | — | — | $11,721,130 |
| 2023 | $136,520,395 | $34,718,621 | $39,267,845 | — | — | $139,527 |
| 2022 | $149,098,432 | $64,895,933 | $70,534,759 | $9,961,292 | 1 | $3,020,891 |
| 2021 | $159,197,888 | $60,285,912 | $92,079,620 | $40,370,178 | 1 | $11,447,949 |
| 2020 | $204,934,383 | $46,132,974 | $44,236,737 | $3,354,822 | 2 | $3,431,095 |
| 2019 | $175,614,117 | $26,189,336 | $24,859,061 | $6,115,000 | 1 | $4,613,306 |
About Stratum Health System Inc
Based on IRS filings
Stratum Health System Inc is a public charity focused on Health, based in Lakewood Ranch, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $162.0M in total assets. Net investment income was $6.8M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Stratum Health System Inc is led by Jonathan D. Fleece Esq., President & CEO since 2023 (on filings since 2019); 1 of 10 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jonathan D. Fleece Esq.
President & CEO
President & CEO → President, 2021
President → President & CEO, 2023
On filings since 2019
1 hr/week
$106K (2019) → $0 (2025)
Jan Miller
Chair
Secretary → Treasurer, 2020
Treasurer → Chair, 2021
On filings since 2019
1 hr/week
No compensation reported
Linda De Mello
Director
Trustee → Board Member, 2022
Board Member → Director, 2023
On filings since 2019
1 hr/week
No compensation reported
Michael Uselton
Director
Trustee → Board Member, 2022
Board Member → Director, 2023
On filings since 2019
1 hr/week
No compensation reported
Jacqueline A. Bik
Cx - Primary Care Physic
Associate Medical Director - Connexis → Primary Care Physician, 2021
Primary Care Physician → Cx - Primary Care Physic, 2024
On filings since 2019
40 hrs/week
$231K (2019) → $242K (2025)
Saida Bouhamid
CFO
Chief Mission Financial Officer → Chief Mission Financial of, 2022
Chief Mission Financial of → CFO, 2023
On filings since 2019
1 hr/week
$318K (2019) → $0 (2025)
Christy Hendricks
Chief Legal Officer
On filings since 2023
1 hr/week
$181K (2023) → $0 (2025)
Thomas T. Stuhley
Vice Chair
Chair → Treasurer, 2021
Treasurer → Vice Chair, 2022
On filings since 2019
1 hr/week
No compensation reported
Kevin Logan
Secretary
On filings since 2020
1 hr/week
No compensation reported
Tarrah L. Lowry
Chief Operating Officer
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (35)
- Former: Pauline Mailey (2019–2024) — Chief Nursing Officer
- Former: Debra A. Mason (2021–2024) — Former President Tidewell Foundation
- Former: Erica D. Rell (2021–2024) — Professional Development Liason
- Former: Rafael J. Sciullo (2021–2024) — Former President
- Former: Cecille Riggs (2022–2024) — Senior Vice President Home Health
- Former: Charles Johnson (2023–2024) — Former Chief Mission People Officer
- Former: Jennifer M. Dawes (2023–2024) — Professional Development Liason
- Former: Christopher Merritt (2024) — Senior Vice President Business Development - Home Health
- Former: Taylor D. Meeks (2024) — Hh Territory Manager
- Former: David Lafferty (2019–2023) — Former Chief Information Officer
- Former: Julie D. Schilson (2019–2023) — Former Chief Hr Officer
- Former: Neville B. Sarkari (2019–2023) — Chief Medical Officer
- Former: Sandy Buchanan (2019–2023) — Director
- Former: Alan L. Weldy (2021–2023) — Former Chief Legal & Mission Excellence Officer
- Former: Phillip Fioret (2021–2023) — Former Physician
- Former: Kimberlie Buchanan (2022–2023) — Treasurer
- Former: Randal B. Currin Jr. (2023) — Former Chief Mission Strategy & Integration Officer
- Former: Stacey Kay (2023) — Business Development Analyst
- Former: Denise Pope (2019–2021) — Former Chief Philanthropy Officer
- Former: Steve Hall (2019–2021) — Vice Chair
- Former: Kim Kane (2020–2021) — Former Home Health Director of Marketing
- Former: Lorie Thompson (2021) — Palliative Care Physician
- Former: R. Scott Gassett (2021) — Former Chief Innov & Bus Development Officer
- Former: Anthony Montanaro (2019–2020) — Associate Medical Director - Connexis
- Former: Asdollah Livani (2019–2020) — Associate Medical Director - Connexis
- Former: Gerard Radford (2019–2020) — Former President & CEO
- Former: Scott Gassett (2019–2020) — Executive Vice President Chief Innovation & Bus
- Former: Steve Roskamp (2019–2020) — Trustee
- Former: Theresa Nolan (2019–2020) — Executive Vice President Compliance & Quality
- Former: Allen Weldy (2020) — Chief Legal & Compliance Officer
- Former: Arthur Schute (2020) — Trustee
- Former: Debbie Mason (2020) — President - Tidewell Foundation
- Former: Jon Martin (2020) — President - Avidity Home Health
- Former: Rob Coseo (2019) — Vice President of Business Development
- Former: Roger Overby (2019) — Vice President of Information Technolo
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $242K, to Jacqueline a BIK (CX - Primary Care Physic).
Frequently asked questions about Stratum Health System Inc
How large is Stratum Health System Inc?
Stratum Health System Inc reported $162.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $14.1M.
What is Stratum Health System Inc?
Stratum Health System Inc is a public charity focused on Health, based in Lakewood Ranch, FL. It holds $162.0M in total assets as of 2025.
Where does Stratum Health System Inc operate?
Stratum Health System Inc has awarded grants in Florida.
What is Stratum Health System Inc's EIN?
Stratum Health System Inc's EIN (Employer Identification Number) is 47-2508009. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS August 13, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS August 13, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 15, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Stratum Health System Inc funds
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