Nonprofit · EIN 47-6033634
IOTA BENEFIT ASSN LOUIS W BURGHER MD
Also known as CLARKSON HOSPITAL
Tax-exempt · OMAHA, NE 68114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $41,242 | $26,765 | $14,477 | $350,240 | $0 | $350,240 |
| May 31, 2025 | 990-PF | $32,719 | $23,110 | $9,609 | $348,941 | $0 | $348,941 |
| May 31, 2024 | 990-PF | $20,653 | $20,121 | $532 | $335,832 | $0 | $335,832 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $8,072
- Net gain from sales of assets
- $33,170
Expenses
- Grants and similar amounts paid
- $22,700
- Disbursements for charitable purposes
- $22,700
- Excise tax on investment income
- $517
Balance sheet and other
- Total assets, start of year
- $335,763
- Total assets, end of year
- $350,240
- Total liabilities, end of year
- $0
- Net assets, end of year
- $350,240
- Fair market value of assets
- $468,926
- Qualifying distributions
- $22,700
- Net investment income
- $41,242
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-PF for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR AMY NEUMESITER 8812 WESTOVER ROAD, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR BRETT KETTELHUT 2011 S 189 CIRCLE, OMAHA, NE 68130 | BOARD MEMBER | 0 | $0 |
| DR CAROL A DRAKE 9111 FARNAM ST, OMAHA, NE 68114 | DIRECTOR | 0 | $0 |
| DR MARY KAY DRAKE 9907 BROADMOOR, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR RICHARD FORSMAN 825 DOCTORS BLDG SOUTH TOWER, OMAHA, NE 68132 | BOARD MEMBER | 0 | $0 |
| DR MARK WILSON 8233 HOWARD STREET, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| BRIAN ZAHM 450 REGENCY PKWY, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR DENNIS STRAUSS 19509 FRANCES CIRCLE, OMAHA, NE 68130 | BOARD MEMBER | 0 | $0 |
| DR PHYLISS BYRD 9111 FARNAM STREET, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended May 31, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR AMY NEUMESITER 8812 WESTOVER ROAD, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR BRETT KETTELHUT 2011 S 189 CIRCLE, OMAHA, NE 68130 | BOARD MEMBER | 0 | $0 |
| DR CAROL A DRAKE 9111 FARNAM ST, OMAHA, NE 68114 | DIRECTOR | 0 | $0 |
| DR MARY KAY DRAKE 9907 BROADMOOR, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR RICHARD FORSMAN 825 DOCTORS BLDG SOUTH TOWER, OMAHA, NE 68132 | BOARD MEMBER | 0 | $0 |
| DR MARK WILSON 8233 HOWARD STREET, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| BRIAN ZAHM 450 REGENCY PKWY, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR DENNIS STRAUSS 19509 FRANCES CIRCLE, OMAHA, NE 68130 | BOARD MEMBER | 0 | $0 |
| DR PHYLISS BYRD 9111 FARNAM STREET, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR AMY NEUMESITER 8812 WESTOVER ROAD, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR BRETT KETTELHUT 2011 S 189 CIRCLE, OMAHA, NE 68130 | BOARD MEMBER | 0 | $0 |
| DR CAROL A DRAKE 9111 FARNAM ST, OMAHA, NE 68114 | DIRECTOR | 0 | $0 |
| DR MARY KAY DRAKE 9907 BROADMOOR, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR RICHARD FORSMAN 825 DOCTORS BLDG SOUTH TOWER, OMAHA, NE 68132 | BOARD MEMBER | 0 | $0 |
| DR MARK WILSON 8233 HOWARD STREET, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| BRIAN ZAHM 450 REGENCY PKWY, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
| DR DENNIS STRAUSS 19509 FRANCES CIRCLE, OMAHA, NE 68130 | BOARD MEMBER | 0 | $0 |
| DR PHYLISS BYRD 9111 FARNAM STREET, OMAHA, NE 68114 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8111 DODGE ST, OMAHA, NE 68114-4129
- In care of
- % CAROL DRAKE
- Signed the 990-PF
- CAROL DRAKE, DIRECTOR
- Phone
- (402) 681-4653
- Return prepared by
- TAX HELP LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6033634
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1953
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $350,240
- Income (IRS master file)
- $102,111
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $41,242 | $26,765 | $350,240 | XML |
| 990-PF | May 2025 | $32,719 | $23,110 | $348,941 | XML |
| 990-PF | May 2024 | $20,653 | $20,121 | $335,832 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 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 47-6033634).
Questions about IOTA BENEFIT ASSN LOUIS W BURGHER MD
- What is the EIN of IOTA BENEFIT ASSN LOUIS W BURGHER MD?
- The employer identification number (EIN) of IOTA BENEFIT ASSN LOUIS W BURGHER MD is 47-6033634.
- Is IOTA BENEFIT ASSN LOUIS W BURGHER MD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to IOTA BENEFIT ASSN LOUIS W BURGHER MD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IOTA BENEFIT ASSN LOUIS W BURGHER MD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IOTA BENEFIT ASSN LOUIS W BURGHER MD due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IOTA BENEFIT ASSN LOUIS W BURGHER MD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of IOTA BENEFIT ASSN LOUIS W BURGHER MD?
- The 990-PF for the year ended May 31, 2026 lists 9 people; 0 received compensation from the organization.
- How much revenue does IOTA BENEFIT ASSN LOUIS W BURGHER MD have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $41,242, expenses of $26,765 and total assets of $350,240 at year end.
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