Nonprofit · EIN 20-2370690
BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $264,820 | $348,153 | -$83,333 | $4,875,947 | $0 | $4,875,947 |
| December 31, 2024 | 990 | $365,181 | $154,298 | $210,883 | $4,491,446 | $0 | $4,491,446 |
| December 31, 2023 | 990 | $160,883 | $213,585 | -$52,702 | $4,128,987 | $0 | $4,128,987 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $264,820
- Net gain from sales of assets
- $136,974
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $313,536
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $313,536
- Management and general (functional)
- $34,617
Balance sheet and other
- Total assets, start of year
- $4,491,446
- Total assets, end of year
- $4,875,947
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,875,947
- Publicly traded securities
- $4,751,699
- Net assets without donor restrictions
- $3,789,362
- Net assets with donor restrictions
- $1,086,585
- Gross receipts
- $264,820
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2004
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WAGNER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRETT BESSINE | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| TERRI DOWELL | TREASURER Trustee or director, Officer | 1 | $0 |
| GENE ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| FRANK DELANEY | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN HELLING | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WAGNER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRETT BESSINE | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| TERRI DOWELL | TREASURER Trustee or director, Officer | 1 | $0 |
| GENE ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| FRANK DELANEY | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN HELLING | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WAGNER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRETT BESSINE | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| TERRI DOWELL | TREASURER Trustee or director, Officer | 1 | $0 |
| GENE ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| FRANK DELANEY | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN HELLING | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2410 MT PLEASANT ST, BURLINGTON, IA 52601-2764
- In care of
- % DEB MULCH
- Principal officer (990 for 2025)
- JOHN WAGNER, 2410 MT PLEASANT STREET, BURLINGTON, IA 52601
- Signed the 990
- JOHN WAGNER, PRESIDENT
- Phone
- (319) 753-6734
- Website
- WWW.BURLINGTONY.ORG
- Return prepared by
- FORGE FINANCIAL & MANAGEMENT CONSULTING
Mission
TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA.
Program accomplishments
- TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE - SPECIFICALLY, THE BURLINGTON COMMUNITY YMCA/YWCA.Expenses $313,536 · grants $313,536
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2370690
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P27)
- Assets (IRS master file)
- $4,875,947
- Income (IRS master file)
- $264,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $264,820 | $348,153 | $4,875,947 | XML |
| 990 | December 2024 | $365,181 | $154,298 | $4,491,446 | XML |
| 990 | December 2023 | $160,883 | $213,585 | $4,128,987 | XML |
| 990 | December 2022 | $176,280 | $76,157 | $3,849,939 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2370690).
Questions about BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION
- What is the EIN of BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION is 20-2370690.
- Is BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION?
- The 990 for the year ended December 31, 2025 names JOHN WAGNER.
- Who are the officers and directors of BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BURLINGTON AREA COMMUNITY YMCA ENDOWMENT FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $264,820, expenses of $348,153 and total assets of $4,875,947 at year end.
Other nonprofits in BURLINGTON
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- BURLINGTON AREA YMCA INC EIN 13-4289848 · last filed 990 for 2025
- HEART SONG DAY SERVICES EIN 84-2459036 · last filed 990 for 2025
- YOUNG HOUSE FAMILY SERVICES FOUNDATION INC EIN 42-1330459 · last filed 990 for 2025
- SNOWBULL INC EIN 42-1438573 · last filed 990-EZ for 2025
- STEAMBOAT SENIOR CENTER EIN 32-0270657 · last filed 990-N for 2025
- BUILD-A-BED BURLINGTON EIN 33-5004005 · last filed 990-N for 2025
- GARRETT M BROCKWAY FOUNDATION EIN 46-3589870 · last filed 990-N for 2024