Nonprofit · EIN 42-1188964
BURGESS FOUNDATION
Tax-exempt · ONAWA, IA 51040
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $560,531 | $1,004,080 | -$443,549 | $1,365,017 | $182,449 | $1,182,568 |
| June 30, 2024 | 990 | $371,044 | $716,579 | -$345,535 | $1,779,777 | $151,647 | $1,628,130 |
| June 30, 2023 | 990 | $219,525 | $90,939 | $128,586 | $1,996,894 | $12,843 | $1,984,051 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $172,383
- Program service revenue
- $0
- Investment income
- $160,423
- Net gain from sales of assets
- $86,140
- Net income from fundraising events
- -$16,176
- Net income from sales of inventory
- $219,800
- Other revenue
- $227,725
Expenses
- Grants and similar amounts paid
- $625,134
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,400
- Occupancy
- $7,512
- Travel
- $2,751
- Program services (functional)
- $625,134
- Management and general (functional)
- $2,400
- Fundraising (functional)
- $376,546
Balance sheet and other
- Total assets, start of year
- $1,779,777
- Total assets, end of year
- $1,365,017
- Total liabilities, end of year
- $182,449
- Net assets, end of year
- $1,182,568
- Land, buildings and equipment
- $2,381
- Publicly traded securities
- $1,077,326
- Net assets without donor restrictions
- $1,182,568
- Gross receipts
- $953,350
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1982
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LYNN WOLD | PRESIDENT/CEO - BHC Officer | 1 | $0 | $239,614 | $16,832 |
| JAMES GOBELL | VP OF FINANCE - BHC Officer | 1 | $0 | $145,259 | $7,921 |
| BOBBI JOHNSON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $69,667 | $2,951 |
| KATHY WESTERGAARD | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PEGGY HANNER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHERYL WARNER | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SCOTT BREKKE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PHIL MORROW | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLES PERSINGER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TRENT RODMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARL BEHNE | PRESIDENT/CEO - BHC THRU 3/2024 Officer | 1 | $0 | $143,613 | $15,540 |
| JOHN WILKER | VP OF FINANCE THRU 9/2023 Officer | 1 | $0 | $156,821 | $631 |
| LYNN WOLD | PRESIDENT/CEO - BHC Officer | 1 | $0 | $74,512 | $16,859 |
| BOBBI JOHNSON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $64,639 | $7,234 |
| JAMES GOBELL | VP OF FINANCE - BHC Officer | 1 | $0 | $32,181 | $1,271 |
| KATHY WESTERGAARD | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUSAN JOHNSON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHERYL WARNER | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SCOTT BREKKE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LOU HEWITT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PEGGY HANNER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PHIL MORROW | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLES PERSINGER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TRENT RODMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARL BEHNE | PRESIDENT/CEO - BHC THRU 6/2023 Officer | 1 | $0 | $275,793 | $21,165 |
| JOHN WILKER | VP OF FINANCE Officer | 1 | $0 | $176,533 | $47 |
| TERESA BUTLER | INTERM PRESIDENT/CEO - BHC Officer | 1 | $0 | $148,606 | $10,649 |
| BOBBI JOHNSON | EXECUTIVE DIRECTOR Officer | 40 | $0 | $63,220 | $4,260 |
| GERI JOHNSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUSAN JOHNSON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LARAE MCKINVEN | SECRETARY/TREASURER THRU 3/2023 Trustee or director, Officer | 2 | $0 | $0 | $0 |
| TAMMY BRAMLEY | DIRECTOR THRU 3/2023 Trustee or director | 2 | $0 | $0 | $0 |
| SCOTT BREKKE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LOU HEWITT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHERYL WARNER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PHIL MORROW | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SAVANNAH HINZE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KATHY WESTERGAARD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PEGGY HANNER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLES PERSINGER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TRANT RODMAN | DIRECTOR Trustee or director | 2 | $0 | $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, CEO
- Phone
- (712) 423-2311
- Return prepared by
- EIDE BAILLY LLP
Mission
BURGESS FOUNDATION IS COMMITTED TO SEEKING COMMUNITY PARTNERS WHOSE TIME, TALENT AND TREASURES ENSURE THE FUTURE OF BURGESS HEALTH CENTER.
Program accomplishments
- BURGESS FOUNDATION ASSISTS IN THE ACCUMULATION OF FUNDS FOR MAINTENANCE AND EXPANSION OF BURGESS HEALTH CENTER, AN EXEMPT ORGANIZATION.Expenses $625,134 · grants $625,134 · revenue $243,901
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
- 42-1188964
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22I)
- Assets (IRS master file)
- $1,365,017
- Income (IRS master file)
- $953,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $560,531 | $1,004,080 | $1,365,017 | IRS |
| 990 | June 2024 | $371,044 | $716,579 | $1,779,777 | IRS |
| 990 | June 2023 | $219,525 | $90,939 | $1,996,894 | XML |
| 990 | June 2022 | $241,083 | $107,520 | $1,712,246 | IRS |
| 990 | 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 42-1188964).
Questions about BURGESS FOUNDATION
- What is the EIN of BURGESS FOUNDATION?
- The employer identification number (EIN) of BURGESS FOUNDATION is 42-1188964.
- Is BURGESS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to BURGESS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BURGESS 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 BURGESS FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended June 30, 2025 names LYNN WOLD.
- Who are the officers and directors of BURGESS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does BURGESS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $560,531, expenses of $1,004,080 and total assets of $1,365,017 at year end.
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