Civic Intelligence

Burgess Foundation

990 • Fiscal year 2015 • EIN 42-1188964

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

1600 Diamond StreetOnawa, IA 51040

(712) 423-2311

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

56th percentile

0.15x

Higher debt load relative to revenue than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

25th percentile

-6.8%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

88th percentile

$183,969

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 99.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,613,187

Down $34,813 (-2.1%) from 2014

Net Assets

Down

$1,586,190

Down $43,394 (-2.7%) from 2014

Liabilities

Up

$26,997

Up $8,581 (+47%) from 2014

Revenue

Up

$185,905

Up $11,041 (+6.3%) from 2014

Expenses

Up

$198,541

Up $132,621 (+201%) from 2014

Net Income

Down

-$12,636

Down $121,580 (-112%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,262,506Liabilities 2010: $2,500Net Assets 2010: $1,260,0062010Assets 2011: $1,389,876Liabilities 2011: $3,002Net Assets 2011: $1,386,8742011Assets 2012: $1,262,813Liabilities 2012: $3,140Net Assets 2012: $1,259,6732012Assets 2013: $1,429,170Liabilities 2013: $8,523Net Assets 2013: $1,420,6472013Assets 2014: $1,648,000Liabilities 2014: $18,416Net Assets 2014: $1,629,5842014Assets 2015: $1,613,187Liabilities 2015: $26,997Net Assets 2015: $1,586,1902015Assets 2016: $1,862,491Liabilities 2016: $25,242Net Assets 2016: $1,837,2492016Assets 2017: $1,954,103Liabilities 2017: $64,160Net Assets 2017: $1,889,9432017Assets 2018: $2,096,610Liabilities 2018: $125,470Net Assets 2018: $1,971,1402018Assets 2019: $1,607,490Liabilities 2019: $18,528Net Assets 2019: $1,588,9622019Assets 2020: $1,513,288Liabilities 2020: $6,443Net Assets 2020: $1,506,8452020Assets 2021: $2,012,410Liabilities 2021: $5,446Net Assets 2021: $2,006,9642021Assets 2022: $1,712,246Liabilities 2022: $15,146Net Assets 2022: $1,697,1002022Assets 2023: $1,996,894Liabilities 2023: $12,843Net Assets 2023: $1,984,0512023Assets 2024: $1,779,777Liabilities 2024: $151,647Net Assets 2024: $1,628,1302024

Highlighted filing

2015

Assets$1,613,187
Liabilities$26,997
Net Assets$1,586,190

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $97,8882010Expenses 2011: $80,5702011Expenses 2012: $247,6362012Expenses 2013: $62,4962013Revenue 2014: $174,864Expenses 2014: $65,920Net Income 2014: $108,9442014Revenue 2015: $185,905Expenses 2015: $198,541Net Income 2015: -$12,6362015Revenue 2016: $430,628Expenses 2016: $182,061Net Income 2016: $248,5672016Revenue 2017: $165,183Expenses 2017: $171,455Net Income 2017: -$6,2722017Revenue 2018: $521,712Expenses 2018: $128,325Net Income 2018: $393,3872018Revenue 2019: $150,211Expenses 2019: $543,322Net Income 2019: -$393,1112019Revenue 2020: $153,995Expenses 2020: $242,431Net Income 2020: -$88,4362020Revenue 2021: $166,628Expenses 2021: $181,431Net Income 2021: -$14,8032021Revenue 2022: $241,083Expenses 2022: $107,520Net Income 2022: $133,5632022Revenue 2023: $219,525Expenses 2023: $90,939Net Income 2023: $128,5862023Revenue 2024: $371,044Expenses 2024: $716,579Net Income 2024: -$345,5352024

Highlighted filing

2015

Revenue$185,905
Expenses$198,541
Net Income-$12,636
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$218,266
Mission and Program Overview

Mission

Burgess foundation is committed to developing stakeholders in the future of burgess health center through individuals' time, talents and treasures.

Fundraising to support burgess health center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$784,449$909,738▲ $125,289
Savings and Temporary Cash Investments$551,237$611,726▲ $60,489
Cash and Non-Interest-Bearing Accounts$242,010$69,081▼ $172,929
Land, Buildings, and Equipment, Net$48,587$5,917▼ $42,670
Investments Program Related$7,825$5,785▼ $2,040
Prepaid Expenses and Deferred Charges$74$2,773▲ $2,699
Pledges and Grants Receivable$4,246$2,342▼ $1,904
Total Assets$1,648,000$1,613,187▼ $34,813
Other Assets Total$9,572$5,825▼ $3,747
Liabilities
Other Liabilities$14,061$19,439▲ $5,378
Accounts Payable and Accrued Expenses$4,355$7,558▲ $3,203
Total Liabilities$18,416$26,997▲ $8,581
Net Assets / Fund Balance
Unrestricted Net Assets$1,618,236$1,565,725▼ $52,511
Temporarily Rstr Net Assets$11,348$20,465▲ $9,117
Total Net Assets Fund Balance$1,629,584$1,586,190▼ $43,394
Total Liabilities and Net Assets / Fund Balance$1,648,000$1,613,187▼ $34,813

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,917$22,483$28,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Nancy CarlsonVP of Finance - Burgess Health Center-$38,641$38,641
Bart McdowellExecutive DirectorFT$34,414$34,414

Board Members and Trustees

NameTitle
Terry FramkePresident
Susan JohnsonVice President
Jean VirtueVice President Thru 5/26/15
Anne RadkeDirector
Darren GoslarDirector
Donna DietschyDirector
Kathy WestergaardDirector
Lou HewittDirector
Phil MorrowDirector
Scott BrekkeDirector
Francis TrampCEO Burgess Health Center
Geri JohnsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,578
Program Service Revenue
$0
Investment Income
$67,130
Other Revenue
$27,197
All Other Contributions
$56,339
Change in Net Assets
$-12,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,287
Other Expenses$73,254
Total Fundraising Expense$70,004
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,287--$125,287
Fees for Services Management--$55,578$55,578
Travel--$5,000$5,000
Office Expenses--$3,903$3,903
Fees for Services Accounting-$3,250-$3,250
Depreciation Depletion--$2,840$2,840
All Other Expenses--$1,796$1,796
Advertising--$477$477
Other Expenses--$90$90
Total Functional Expenses$125,287$3,250$70,004$198,541
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burgess Health CenterOnawa, IA501(c)(3)Maintenance & Expansion of Health Center$125,287
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,558
Fundraising Direct Expenses$32,361
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Poinsettia Ball$65,906$32,631$8,759$23,872
Golf Tournament$28,891$26,927$1,895$25,032
Total Events$94,797$59,558$32,361$27,197
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$19,439
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The burgess foundation has one member which is the burgess health center, a related organization.

Form 990, Part VI, Section A, Line 7A

Election of the board of directors is completed by burgess health center.

Form 990, Part VI, Section A, Line 7B

Decisions made by the board of directors related to the financial statements, the budget, capital expenditures, and amendments to the articles of incorporation and the bylaws, are subject to approval by the single member, burgess health center.

Form 990, Part VI, Section B, Line 11

The form 990 is e-mailed to the entire board; the board contacts nancy carlson, the vice president of finance of burgess health center, with any questions. All questions and comments are addressed prior to submission to the irs. Nancy carlson also presents the form 990 to the finance committee at the first scheduled finance committee meeting after the completion of the 990. With the extensions, the form 990 is due may 15th and will be reviewed prior to submission.

Form 990, Part VI, Section B, Line 12C

A conflict of interest questionnaire is distributed annually to each board member. The board is responsible for distributing and reviewing the annual questionnaires and reporting any findings. The board is responsible for any potential conflicts, resolution of conflicts, and the legality of transactions in which a conflict may exist. The board is also responsible for reviewing the conflict of interest policy and recommending any changes necessary.

Form 990, Part VI, Section B, Line 15A

The compensation of francis tramp is paid from a related organization, burgess health center. Mr. Tramp serves as the president and ceo of burgess health center; he is also considered the top management official of burgess foundation. Burgess health center utilizes: a compensation committee, a compensation survey/study and approval by the board/compensation committee in establishing the compensation of the president and ceo of burgess health center.

Form 990, Part VI, Section C, Line 19

Burgess foundation makes its governing documents and conflict of interest policy available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Burgess Foundation
EIN
42-1188964
Phone
7124232311
Address
1600 DIAMOND STREET, ONAWA, IA 51040

Signing Officer

Name
Francis Tramp
Title
President/CEO
Phone
7124232311
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francis Tramp
Formed
1982
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Seim Johnson Llp
Address
18081 BURT STREET SUITE 200, OMAHA, NE 68022-4722
Preparer
Barbara J Fajen
Phone
4023302660
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of directors of burgess health center assumes responsibility for oversight of the audit and selection of the independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The health center and foundation are not-for-profit corporations as described in section 501(c)(3) of the internal revenue code and are exempt from federal income taxes on related income pursuant to section 501(a) of the code. The internal revenue service has established standards to be met to maintain the health center and foundation's tax exempt status. In general, such standards require the health center and foundation to meet a community benefits standard and comply with various laws and regulations. The health center and foundation account for uncertainties in accounting for income tax assets and liabilities using guidance included in fasb asc 740, income taxes. The health center and foundation recognize the effect of income tax positions only if those positions are more likely than not of being sustained. At june 30, 2015 and 2014, the health center and foundation had no uncertain tax positions accrued.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT THRU 5/26/15
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO BURGESS HEALTH CENTER
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF FINANCE - BURGESS HEALTH CENTER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt043800
IRS990/GrossReceiptsAmt0218266
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt023330
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023330
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt07825
IRS990/InvestmentsProgramRelatedGrp/EOYAmt05785
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0784449
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0909738
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022483
IRS990/LandBldgEquipBasisNetGrp/BOYAmt048587
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05917
IRS990/LandBldgEquipCostOrOtherBssAmt028400
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BURGESS FOUNDATION IS COMMITTED TO DEVELOPING STAKEHOLDERS IN THE FUTURE OF BURGESS HEALTH CENTER THROUGH INDIVIDUALS' TIME, TALENTS AND TREASURES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01629584
IRS990/NetAssetsOrFundBalancesEOYAmt01586190
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043800
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043800
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027197
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027197
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-30758
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03903
IRS990/OfficeExpensesGrp/TotalAmt03903
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09572
IRS990/OtherAssetsTotalGrp/EOYAmt05825
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP FEES
IRS990/OtherExpensesGrp/Desc1COMMEMORATIVE EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0320
IRS990/OtherExpensesGrp/FundraisingAmt190
IRS990/OtherExpensesGrp/TotalAmt0320
IRS990/OtherExpensesGrp/TotalAmt190
IRS990/OtherLiabilitiesGrp/BOYAmt014061
IRS990/OtherLiabilitiesGrp/EOYAmt019439
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04246
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02342
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt074
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02773
IRS990/PrincipalOfficerNm0FRANCIS TRAMP
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt089702
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0854
IRS990/PYInvestmentIncomeAmt020931
IRS990/PYOtherExpensesAmt065066
IRS990/PYOtherRevenueAmt064231
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0108944
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt065920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0174864
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-12636
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0551237
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0611726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt089702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0135186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0350497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021380
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0104566
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt059558
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt094646
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt041123
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt095086
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt090130
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0380543
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41950
IRS990ScheduleA/PublicSupportPY170Pct00.39710
IRS990ScheduleA/PublicSupportTotal170Amt0350497
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0135186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0350497
IRS990ScheduleA/TotalSupportAmt0835606
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05917
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022483
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028400
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019439
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HEALTH CENTER AND FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE HEALTH CENTER AND FOUNDATION'S TAX EXEMPT STATUS. IN GENERAL, SUCH STANDARDS REQUIRE THE HEALTH CENTER AND FOUNDATION TO MEET A COMMUNITY BENEFITS STANDARD AND COMPLY WITH VARIOUS LAWS AND REGULATIONS. THE HEALTH CENTER AND FOUNDATION ACCOUNT FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE HEALTH CENTER AND FOUNDATION RECOGNIZE THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2015 AND 2014, THE HEALTH CENTER AND FOUNDATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05917
IRS990ScheduleD/TotalLiabilityAmt019439
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt035239
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033275
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt01964
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032361
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0POINSETTIA BALL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028891
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026927
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059558
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027197
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01274
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01274
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08759
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01895
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011872
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04061
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015933
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0125287
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTENANCE & EXPANSION OF HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BURGESS HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0420859940
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 DIAMOND ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ONAWA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd051040
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE ONLY TO THE BURGESS HEALTH CENTER, THE SOLE MEMBER OF THE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.15$1.63$0.37$0.72$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.01$1.98$0.22$0.09$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.02$1.70$0.24$0.11$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.01$2.01$0.17$0.18$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.01$1.51$0.15$0.24$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.02$1.59$0.15$0.54$0.39
2018Summary only. Only limited summary data is available for this year.$2.10$0.13$1.97$0.52$0.13$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.06$1.89$0.17$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.03$1.84$0.43$0.18$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.03$1.59$0.19$0.20$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.63$0.17$0.07$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.01$1.42$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.10