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Burgess Foundation FY2021 filing

Tax-deductible

Onawa, IA501(c)(3)Since 1982Hospitals EIN 42-1188964Revenue $167K in FY2021

On file with the IRSburgesshc.org/about/foundation1600 Diamond St, 51040-1548 · Onawa, IATax-exempt since Jan 1983Publicly supported charity — 170(b)(1)(A)(vi)

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Burgess Foundation is committed to seeking community partners whose time, talent and treasures ensure the future of Burgess health center.

501(c)(3) charity; gifts are tax-deductible.
57¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $105K a year · 37% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Plus $1.8M in investments, Pt X · Ln 11–13
Looks good: 13.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $554
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$167K
+8% vs prior year
Spent
$181K
To programs
57%
Net assets
$2.0M
By yearFY2020–FY2025
Revenue
$167K
FY2021▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$154K
FY2021$167K
FY2022$241K
FY2023$220K
FY2024$371K
FY2025$561K
Expenses
$181K
FY2021▼ -25%
Tap a bar for its year
Expenses by fiscal year
FY2020$242K
FY2021$181K
FY2022$108K
FY2023$91K
FY2024$717K
FY2025$1.0M
Net assets
$2.0M
FY2021▲ +33%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$2.0M
FY2022$1.7M
FY2023$2.0M
FY2024$1.6M
FY2025$1.2M

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

57 cents of each dollar spent went to programs.

Program services 57% · $104K Management & general 1% · $2K Fundraising 42% · $75K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Francis Tramp
VP of Finance - Bhc / President - Bhc Thru 9/20
$0Pt VII · Sec A
Bart McDowell
Executive Director (thru 10/20)
$0Pt VII · Sec A
Carl Behne
President - Bhc
$0Pt VII · Sec A
Bobbi Johnson
Executive Director
$0Pt VII · Sec A
Geri Johnson
President
$0Pt VII · Sec A
Susan Johnson
Vice President
$0Pt VII · Sec A
Larae McKinven
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Burgess Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Raises money to help Burgess Health Center provide care.

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Provided by the organization

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1 program · $104K · in their own filed words · FY2020
01

Burgess foundation assists in the accumulation of funds for maintenance and expansion of burgess health center, an exempt organization.

$104Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
New Charitable FoundationFY2023$500
Amazonsmile FoundationFY2023$54
Total grants receivedfrom 2 funders$554
Grants paid · 4 grants · $875K · 2019–2023
Burgess Health CenterIA · FY2023$558,604
Burgess Health CenterIA · FY2021$32,593
Burgess Health CenterIA · FY2020$104,283
Burgess Health CenterIA · FY2019$179,606

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$167K
Ln 12
Gifts and grantsLn 1h$129K
Investment incomeLn 3$42K
Money outPt IX
$181K
Ln 25
Programscol B$104K
Managementcol C$2K
Fundraisingcol D$75K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$203K
Total assetsLn 16$2.0M
LiabilitiesLn 26$5K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$129K
Fundraising eventsLn 1c$108K
Investment incomeLn 3$42K
Total revenueLn 12$167K
Assets in detailPt X, end of year
CashLn 1$27K
SavingsLn 2$177K
Cash and savings togetherLn 1–2$203K
InvestmentsLn 11–13$1.8M
Other assetsLn 15$239
Total assetsLn 16$2.0M
LiabilitiesLn 26$5K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$262K$203K
InvestmentsLn 11–13$1.2M$1.8M
Total assetsLn 16$1.5M$2.0M
LiabilitiesLn 26$6K$5K
Net assetsLn 32$1.5M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$104K$104K
Management feesLn 11a$64K$64K
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$34$34
Office expensesLn 13$4K$4K
TravelLn 17$163$163
Other expenses (24a–d)Ln 24$7K$7K
Total functional expensesLn 25$181K$104K$2K$75K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $561K$1.0M−$444K$1.2M 990 PDF
FY2024 $371K$717K−$346K$1.6M 990 PDF
FY2023 $220K$91K$129K$2.0M 990 PDF
FY2022 $241K$108K$134K$1.7M 990 PDF
FY2021 Viewing $167K$181K−$15K$2.0M 990 PDF
FY2020 $154K$242K−$88K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $166,628 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $116,927$128,999
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $51,327$41,911
I-11 Other revenuePrior year −$14,259−$4,282
I-12 Total revenuePrior year $153,995$166,628
I-13 Grants and similar amounts paidPrior year $179,606$104,283
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $62,825$77,148
I-18 Total expensesPrior year $242,431$181,431
I-19 Revenue less expensesPrior year −$88,436−$14,803
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $166,628 across 6 lines filed
VIII-1c Fundraising events$107,612
VIII-1f All other contributions, gifts and grants$21,387
VIII-1h Total contributions, gifts and grants$128,999
VIII-3 Investment incomeExcluded from tax $41,911$41,911
VIII-8 Net income from fundraising eventsExcluded from tax −$4,282−$4,282
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $37,629$166,628
Part IX · Statement of functional expenses $181,431 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $104,283$104,283
IX-11a Management feesFundraising $63,860$63,860
IX-11c Accounting feesManagement $1,848$1,848
IX-12 Advertising and promotionFundraising $34$34
IX-13 Office expensesFundraising $4,238$4,238
IX-17 TravelFundraising $163$163
IX-24 Other expenses (24a–d)Fundraising $7,005$7,005
IX-25 Total functional expensesPrograms $104,283 · Management $1,848 · Fundraising $75,300$181,431
Part X · Balance sheet $2,012,410 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $88,939$26,555
X-2 Savings and temporary cash investmentsStart of year $172,693$176,809
X-4 Accounts receivable$5,592
X-9 Prepaid expenses and deferred chargesStart of year $795$715
X-11 Publicly traded securitiesStart of year $1,249,795$1,802,500
X-15 Other assetsStart of year $1,066$239
X-16 Total assetsStart of year $1,513,288$2,012,410
X-17 Accounts payable and accrued expensesStart of year $3,293$3,695
X-25 Other liabilitiesStart of year $0$1,751
X-26 Total liabilitiesStart of year $6,443$5,446
X-27 Net assets without donor restrictionsStart of year $1,465,881$1,974,092
X-28 Net assets with donor restrictionsStart of year $40,964$32,872
X-32 Total net assets or fund balancesStart of year $1,506,845$2,006,964
X-33 Total liabilities and net assetsStart of year $1,513,288$2,012,410
Part XI · Reconciliation of net assets $2,006,964 net assets at year end
XI-1 Total revenue$166,628
XI-2 Total expenses$181,431
XI-3 Revenue less expenses−$14,803
XI-4 Net assets at start of year$1,506,845
XI-5 Net unrealized gains (losses) on investments$514,922
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,006,964

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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