Nonprofit · EIN 42-0859940
BURGESS HEALTH CENTER
Tax-exempt · ONAWA, IA 51040
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $38,270,064 | $36,232,684 | $2,037,380 | $69,384,219 | $23,664,633 | $45,719,586 |
| June 30, 2024 | 990 | $43,066,359 | $36,306,413 | $6,759,946 | $66,207,546 | $23,037,952 | $43,169,594 |
| June 30, 2023 | 990 | $33,912,065 | $35,658,765 | -$1,746,700 | $63,607,419 | $24,627,480 | $38,979,939 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $894,549
- of which government grants
- $269,415
- Program service revenue
- $35,943,136
- Investment income
- $1,065,000
- Net rental income
- $201,145
- Net gain from sales of assets
- $85,931
- Other revenue
- $367,379
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $370,560
- Other salaries and wages
- $16,464,088
- Salaries, compensation and benefits (total)
- $20,547,490
- Professional fundraising fees
- $0
- Legal fees
- $50,560
- Accounting fees
- $142,030
- Occupancy
- $510,197
- Travel
- $88,684
- Depreciation
- $2,163,924
- Program services (functional)
- $31,575,597
- Management and general (functional)
- $4,657,087
Balance sheet and other
- Total assets, start of year
- $66,207,546
- Total assets, end of year
- $69,384,219
- Total liabilities, end of year
- $23,664,633
- Net assets, end of year
- $45,719,586
- Land, buildings and equipment
- $27,246,002
- Publicly traded securities
- $5,644,744
- Net assets without donor restrictions
- $45,719,586
- Gross unrelated business income
- $2,161,922
- Gross receipts
- $60,912,822
- Employees
- 323
- Volunteers
- 10
- Year formed
- 1959
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WASEEM ALOUNK MD | PHYSICIAN Highest-paid employee | 40 | $472,111 | $58,241 |
| PETER DAHER MD | PHYSICIAN Highest-paid employee | 40 | $394,815 | $50,603 |
| MONTY MCKINVEN | CRNA Highest-paid employee | 40 | $266,685 | $50,603 |
| LYNN CHARRLIN MD | PHYSICIAN Highest-paid employee | 40 | $256,627 | $29,511 |
| LYNN WOLD | CEO Officer | 39 | $239,795 | $44,572 |
| NICHOLAS LAKEY | PARAMEDIC Highest-paid employee | 40 | $173,114 | $15,642 |
| JAMES GOBELL | CFO Officer | 39 | $145,346 | $17,415 |
| PAUL DUDLEY MD | BOARD MEMBER Trustee or director | 2 | $21,164 | $0 |
| AMY MAULE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| SHEILA DUARTE DDS | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| MARI MILLER | VICE CHAIRMAN THRU 03/2025 Trustee or director, Officer | 2 | $0 | $0 |
| ANDY TIREVOLD | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KEITH SCHRUNK OD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY PRATT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BEAU HUPKE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY MURRELL | BOARD MEMBER Trustee or director | 2 | $0 |
| MATTHEW MINNIHAN | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WASEEM ALOUNK MD | PHYSICIAN Highest-paid employee | 40 | $478,079 | $55,649 |
| RACHEL KNUDSON DO | GENERAL SURGERY SPECIALIST Highest-paid employee | 40 | $441,204 | $48,871 |
| PETER DAHER MD | PHYSICIAN Highest-paid employee | 40 | $381,646 | $46,610 |
| MONTY MCKINVEN | CRNA Highest-paid employee | 40 | $266,827 | $46,594 |
| JOHN GARRED JR MD | BOARD MEMBER THRU 05/2024 Trustee or director | 40 | $264,315 | $39,829 |
| LYNN CHARRLIN MD | PHYSICIAN Highest-paid employee | 40 | $252,925 | $27,797 |
| TERESA BUTLER | VP OF CLINICAL SERVICES/IN Key employee | 40 | $174,167 | $17,924 |
| CARL BEHNE | CEO THRU 3/2024 Officer | 39 | $143,613 | $15,540 |
| JOHN WILKER | VICE PRESIDENT OF FINANCE THRU 09/2023 Officer | 39 | $156,821 | $631 |
| LYNN WOLD | CEO Officer | 39 | $74,512 | $16,859 |
| JAMES GOBELL | VICE PRESIDENT OF FINANCE Officer | 39 | $32,181 | $1,271 |
| PAUL DUDLEY MD | BOARD MEMBER Trustee or director | 2 | $24,140 | $0 |
| KEITH SCHRUNK OD | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| MARI MILLER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| AMY MAULE | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SHEILA DUARTE DDS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TERRY MURRELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW MINNIHAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANDY TIREVOLD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BEAU HUPKE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY PRATT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARY BLACK | BOARD MEMBER THRU 11/2024 Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WASEEM ALOUNK MD | PHYSICIAN Highest-paid employee | 40 | $429,412 | $26,461 |
| PETER DAHER MD | PHYSICIAN Highest-paid employee | 40 | $382,986 | $23,070 |
| JOHN GARRED JR MD | BOARD MEMBER Trustee or director | 40 | $376,344 | $10,270 |
| MONTY MCKINVEN | CRNA Highest-paid employee | 40 | $331,484 | $20,852 |
| CARL BEHNE | CEO THRU 6/2023 Officer | 39 | $275,793 | $21,164 |
| LYNN CHARRLIN MD | PHYSICIAN Highest-paid employee | 40 | $247,669 | $13,691 |
| RACHEL KNUDSON DO | GENERAL SURGERY SPECIALIST Highest-paid employee | 40 | $185,864 | $9,310 |
| JOHN WILKER | VICE PRESIDENT OF FINANCE Officer | 39 | $176,533 | $47 |
| TERESA BUTLER | VP OF CLINICAL SERVICES/INTERIM CEO Officer | 39 | $148,606 | $10,649 |
| PAUL DUDLEY MD | BOARD MEMBER Trustee or director | 2 | $19,025 | $0 |
| KEITH SCHRUNK OD | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| MARI MILLER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| STEVE PRATT | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SHEILA DUARTE DDS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TERRY MURRELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| AMY MAULE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRENT MCCALL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW MINNIHAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANDY TIREVOLD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARY BLACK | BOARD MEMBER THRU 11/2022 Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 DIAMOND ST, ONAWA, IA 51040-1548
- Principal officer (990 for 2024)
- LYNN WOLD, 1600 DIAMOND STREET, ONAWA, IA 51040
- Signed the 990
- LYNN WOLD, PRESIDENT/CEO
- Phone
- (712) 423-2311
- Website
- WWW.BURGESSHC.ORG
- Return prepared by
- EIDE BAILLY LLP
Mission
BURGESS HEALTH CENTER IS COMMITTED TO IMPROVE THE QUALITY OF LIFE FOR THE PEOPLE AND COMMUNITIES IT SERVES BY PROVIDING EXCELLENT HEALTHCARE AND EXCEPTIONAL PATIENT EXPERIENCES.
Program accomplishments
- BURGESS HEALTH CENTER INCLUDES A NOT-FOR-PROFIT ACUTE CARE HOSPITAL. OUR PHYSICIANS AND STAFF ARE COMMITTED TO PROVIDING PATIENTS WITH COMPASSIONATE, KNOWLEDGEABLE AND TRUSTWORTHY CARE. WE PROVIDE THE FOLLOWING SERVICES: CANCER CARE AND INFUSION, CARDIAC REHABILITATION, DIABETES CENTER, EMERGENCY SERVICES, HOME HEALTH, HOSPICE, PRIVATE DUTY AND LIFE ASSIST CARE, ON-SITE LABORATORY, MENTAL HEALTH, SURGERY, FAMILY BEGINNINGS, ORTHOPEDICS, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, PULMONARY REHAB, RADIOLOGY, SCREENINGS, AND VARIOUS OUTPATIENT SPECIALTY CLINICS.Expenses $27,339,184 · revenue $29,407,232
- BURGESS HEALTH CENTER INCLUDES TWO RURAL HEALTH CLINICS IN A FOUR COUNTY SERVICE AREA. CLINICS ARE LOCATED IN SLOAN AND MAPLETON, IOWA; WHICH ARE STAFFED BY DEDICATED PHYSICIANS, NURSE PRACTITIONERS, AND PHYSICIAN ASSISTANTS TO PROVIDE A COMPLETE SPECTRUM OF HEALTHCARE SERVICES FOR THE WHOLE FAMILY.Expenses $2,392,058 · revenue $2,573,003
- BURGESS HEALTH CENTER INCLUDES HOME HEALTH SERVICES. STAFF ARE DEDICATED TO ADD COMFORT TO PATIENTS' RECOVERY, EASE THE IMPACT ON FRIENDS AND FAMILY, AND HELP PATIENTS' TRANSITION TO LIFESTYLE ADJUSTMENTS NECESSARY FOR THE ILLNESS. SERVICES INCLUDE I.V. MEDICATIONS, NOURISHMENT, WOUND CARE, HYGIENE AND DAILY LIVING ASSISTANCE, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, SUPPORT THROUGH SOCIAL WORKERS, SKILLED NURSING VISITS, AND HOMEMAKER SERVICES.BURGESS HOSPICE STAFF PROVIDE PROFESSIONAL GRIEF COUNSELORS AND SKILLED VOLUNTEERS TO PATIENTS (TYPICALLY WITH A LIFE-LIMITING ILLNESS WITH A SHORT-TERM SURVIVAL ESTIMATE). ENSURING THE PATIENT IS AS COMFORTABLE AND PAIN-FREE AS POSSIBLE.Expenses $957,941 · revenue $1,030,403
- BURGESS HEALTH CENTER INCLUDES MENTAL HEALTH SERVICES. STAFF ARE DEDICATED TO PROVIDE SUPPORTIVE SERVICES TO PATIENTS' RECOVERY, EASE THE IMPACT ON FRIENDS AND FAMILY, AND HELP PATIENTS' TRANSITION TO LIFESTYLE ADJUSTMENTS NECESSARY FOR THE ILLNESS. SERVICES INCLUDE MEDICATIONS, COUNSELING, DAILY COPING SKILLS AND THERAPIES, AND SUPPORT THROUGH SOCIAL WORKERS AND SKILLED PROFESSIONAL COUNSELORS.Expenses $886,414 · revenue $953,466
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0859940
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $69,384,219
- Income (IRS master file)
- $60,912,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $38,270,064 | $36,232,684 | $69,384,219 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $43,066,359 | $36,306,413 | $66,207,546 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $33,912,065 | $35,658,765 | $63,607,419 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $34,148,463 | $35,282,845 | $54,579,039 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 42-0859940).
Questions about BURGESS HEALTH CENTER
- What is the EIN of BURGESS HEALTH CENTER?
- The employer identification number (EIN) of BURGESS HEALTH CENTER is 42-0859940.
- Is BURGESS HEALTH CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to BURGESS HEALTH CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BURGESS HEALTH CENTER 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 BURGESS HEALTH CENTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURGESS HEALTH CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BURGESS HEALTH CENTER?
- The 990 for the year ended June 30, 2025 names LYNN WOLD.
- Who are the officers and directors of BURGESS HEALTH CENTER?
- The 990 for the year ended June 30, 2025 lists 17 people; 8 received compensation from the organization, the highest $472,111 (WASEEM ALOUNK MD, PHYSICIAN).
- How much revenue does BURGESS HEALTH CENTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $38,270,064, expenses of $36,232,684 and total assets of $69,384,219 at year end.
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- NEBOWA CHRISTIAN SERVICES CAMP EIN 80-0461074 · last filed 990 for 2025
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- ONAWA KIWANIS FOUNDATION EIN 42-1202583 · last filed 990-EZ for 2025