Nonprofit · EIN 42-1266807
BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $949,020 | $205,211 | $743,809 | $3,816,358 | $195,000 | $3,621,358 |
| June 30, 2025 | 990 | $297,394 | $131,048 | $166,346 | $3,001,799 | $124,250 | $2,877,549 |
| June 30, 2024 | 990 | $498,514 | $104,745 | $393,769 | $2,830,503 | $119,300 | $2,711,203 |
| June 30, 2022 | 990 | $200,032 | $124,016 | $76,016 | $2,371,097 | $102,750 | $2,268,347 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $949,020
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $204,362
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $250
- Program services (functional)
- $204,362
- Management and general (functional)
- $849
Balance sheet and other
- Total assets, start of year
- $3,001,799
- Total assets, end of year
- $3,816,358
- Total liabilities, end of year
- $195,000
- Net assets, end of year
- $3,621,358
- Publicly traded securities
- $3,779,871
- Gross receipts
- $949,020
- Employees
- 0
- Volunteers
- 16
- Year formed
- 1986
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD C WHITHAM | TRUSTEE Trustee or director | 1 | $0 |
| DELLA ARCHER | TRUSTEE Trustee or director | 1 | $0 |
| TONJA BINDER | TRUSTEE Trustee or director | 1 | $0 |
| JERRY PARKS | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT RITSON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| KRISTIN FRITZ | TRUSTEE Trustee or director | 1 | $0 |
| ANNETTE MOSBACH | TRUSTEE Trustee or director | 1 | $0 |
| DONALD KELLAR | TRUSTEE Trustee or director | 1 | $0 |
| MACK TURNER | TRUSTEE Trustee or director | 1 | $0 |
| JOEL SIEREN | TRUSTEE Trustee or director | 1 | $0 |
| MATT RINKER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT M OSBOURNE | TREASURER Trustee or director, Officer | 6 | $0 |
| JONI JAMES | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA HARTMAN | PRESIDENT Trustee or director, Officer | 3 | $0 |
| NIKKI CRISTER | TRUSTEE Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA WATKINS | SECRETARY Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD C WHITHAM | TRUSTEE Trustee or director | 1 | $0 |
| DELLA ARCHER | TRUSTEE Trustee or director | 1 | $0 |
| TONJA BINDER | TRUSTEE Trustee or director | 1 | $0 |
| JERRY PARKS | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT RITSON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| KRISTIN FRITZ | TRUSTEE Trustee or director | 1 | $0 |
| ANNETTE MOSBACH | TRUSTEE Trustee or director | 1 | $0 |
| DONALD KELLAR | TRUSTEE Trustee or director | 1 | $0 |
| MACK TURNER | TRUSTEE Trustee or director | 1 | $0 |
| JOEL SIEREN | TRUSTEE Trustee or director | 1 | $0 |
| MATT RINKER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT M OSBOURNE | TREASURER Trustee or director, Officer | 6 | $0 |
| JONI JAMES | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA HARTMAN | PRESIDENT Trustee or director, Officer | 3 | $0 |
| TIM CRADIC | TRUSTEE Trustee or director | 1 | $0 |
| KIMBERLEE BURNETT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT RINKER | TRUSTEE Trustee or director | 1 | $0 |
| JOEL SIEREN | TRUSTEE Trustee or director | 1 | $0 |
| MACK TURNER | TRUSTEE Trustee or director | 1 | $0 |
| WESLEY WHITE | TRUSTEE Trustee or director | 1 | $0 |
| KIMBERLEE BURNETT | TRUSTEE Trustee or director | 1 | $0 |
| TIM CRADIC | TRUSTEE Trustee or director | 1 | $0 |
| JONI JAMES | TRUSTEE Trustee or director | 1 | $0 |
| DONALD KELLAR | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD C WHITHAM | TRUSTEE Trustee or director | 1 | $0 |
| TONJA BINDER | TRUSTEE Trustee or director | 1 | $0 |
| DELLA ARCHER | TRUSTEE Trustee or director | 1 | $0 |
| JERRY PARKS | TRUSTEE Trustee or director | 1 | $0 |
| CARM MCBETH | TRUSTEE Trustee or director | 1 | $0 |
| KRISTIN FRITZ | TRUSTEE Trustee or director | 1 | $0 |
| BRYAN BAKER | SECRETARY Trustee or director, Officer | 4 | $0 |
| ROBERT RITSON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| ROBERT M OSBOURNE | TREASURER Trustee or director, Officer | 6 | $0 |
| ANDREA HARTMAN | PRESIDENT Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2022: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEL SIEREN | TRUSTEE Trustee or director | 1 | $0 |
| MACK TURNER | TRUSTEE Trustee or director | 1 | $0 |
| DONALD KELLAR | TRUSTEE Trustee or director | 4 | $0 |
| TIM CRADIC | TRUSTEE Trustee or director | 1 | $0 |
| JONI JAMES | TRUSTEE Trustee or director | 1 | $0 |
| MATT RINKER | TRUSTEE Trustee or director | 1 | $0 |
| CARM MCBETH | TRUSTEE Trustee or director | 1 | $0 |
| TONJA BINDER | TRUSTEE Trustee or director | 1 | $0 |
| DELLA ARCHER | TRUSTEE Trustee or director | 1 | $0 |
| JERRY PARKS | TRUSTEE Trustee or director | 1 | $0 |
| KRISTIN FRITZ | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD C WHITHAM | TRUSTEE Trustee or director | 1 | $0 |
| ANDREA HARTMAN | PRESIDENT Trustee or director, Officer | 3 | $0 |
| ROBERT RITSON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| WESLEY WHITE | SECRETARY Trustee or director, Officer | 4 | $0 |
| ROBERT M OSBOURNE | TREASURER Trustee or director, Officer | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 1429 WEST AVE, BURLINGTON, IA 52601-4064
- In care of
- % ROBERT M OSBOURNE
- Signed the 990
- ROBERT M OSBOURNE, TREASURER
- Phone
- (319) 572-4647
- Return prepared by
- Southeast Iowa Tax and Accounting
Mission
SUPPORT OF PUBLIC EDUCATION
Program accomplishments
- 60 SCHOLARSHIPS AWARDED FOR STUDENTS COLLEGE EDUCATIONExpenses $187,205 · grants $187,205
- VARIOUS PUBLIC SCHOOL PROJECTS AND GRANTS INCLUDING MUSIC, VOCATIONAL ARTS,COMPUTER PROGRAMS FOR EDUCATIONExpenses $17,157 · grants $17,157
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1266807
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,816,358
- Income (IRS master file)
- $949,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $949,020 | $205,211 | $3,816,358 | XML |
| 990 | June 2025 | $297,394 | $131,048 | $3,001,799 | XML |
| 990 | June 2024 | $498,514 | $104,745 | $2,830,503 | XML |
| 990 | June 2023 | $159,280 | $110,193 | $2,433,434 | IRS |
| 990 | June 2022 | $200,032 | $124,016 | $2,371,097 | XML |
| 990 | June 2021 | – | – | – | 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 42-1266807).
Questions about BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION
- What is the EIN of BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION is 42-1266807.
- Is BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL 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 COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who are the officers and directors of BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 16 people; 0 received compensation from the organization.
- How much revenue does BURLINGTON COMMUNITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $949,020, expenses of $205,211 and total assets of $3,816,358 at year end.
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