Civic Intelligence

Burgess Foundation

990 • Fiscal year 2017 • EIN 42-1188964

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

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

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.39x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

29th percentile

-3.8%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

90th percentile

$202,992

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 122.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,954,103

Up $91,612 (+4.9%) from 2016

Net Assets

Up

$1,889,943

Up $52,694 (+2.9%) from 2016

Liabilities

Up

$64,160

Up $38,918 (+154%) from 2016

Revenue

Down

$165,183

Down $265,445 (-62%) from 2016

Expenses

Down

$171,455

Down $10,606 (-5.8%) from 2016

Net Income

Down

-$6,272

Down $254,839 (-103%) from 2016

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

2017

Assets$1,954,103
Liabilities$64,160
Net Assets$1,889,943

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

2017

Revenue$165,183
Expenses$171,455
Net Income-$6,272
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$473,277
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$962,108$1,070,397▲ $108,289
Savings and Temporary Cash Investments$759,436$847,236▲ $87,800
Cash and Non-Interest-Bearing Accounts$131,722$33,510▼ $98,212
Investments Program Related$1,638--
Prepaid Expenses and Deferred Charges$2,695$646▼ $2,049
Pledges and Grants Receivable$331--
Land, Buildings, and Equipment, Net$3,077$237▼ $2,840
Total Assets$1,862,491$1,954,103▲ $91,612
Other Assets Total$1,484$2,077▲ $593
Liabilities
Other Liabilities$31$55,983▲ $55,952
Accounts Payable and Accrued Expenses$25,211$8,177▼ $17,034
Total Liabilities$25,242$64,160▲ $38,918
Net Assets / Fund Balance
Unrestricted Net Assets$1,812,044$1,854,997▲ $42,953
Temporarily Rstr Net Assets$25,205$34,946▲ $9,741
Total Net Assets Fund Balance$1,837,249$1,889,943▲ $52,694
Total Liabilities and Net Assets / Fund Balance$1,862,491$1,954,103▲ $91,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$237$28,163$28,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Nancy CarlsonVP of Finance - Bhc-$147,278$147,278
Bart McdowellExecutive DirectorFT$55,231$55,231

Board Members and Trustees

NameTitle
Terry FramkePresident
Francis TrampPresident - Bhc
Susan JohnsonVice President
Cheryl WarnerDirector
Darren GoslarDirector
Donna DietschyDirector
Jessica HupkeDirector
Kara MinnihanDirector
Kathy WestergaardDirector
Lou HewittDirector
Phil MorrowDirector
Scott BrekkeDirector
Anne RadkeDirector (thru 8/23/2016)
Geri JohnsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,983
Program Service Revenue
$0
Investment Income
$49,500
Other Revenue
$9,700
All Other Contributions
$6,820
Change in Net Assets
$-6,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$88,686
Other Expenses$82,769
Total Fundraising Expense$79,519
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$88,686--$88,686
Fees for Services Management--$57,057$57,057
Advertising--$5,620$5,620
Travel--$4,509$4,509
All Other Expenses--$4,359$4,359
Fees for Services Accounting-$3,250-$3,250
Depreciation Depletion--$2,840$2,840
Office Expenses--$2,387$2,387
Fees for Services Other--$1,413$1,413
Other Expenses--$564$564
Total Functional Expenses$88,686$3,250$79,519$171,455
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burgess Health CenterOnawa, IA501(c)(3)Maintenance & Expansion of Health Center$88,686
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,445
Fundraising Direct Expenses$35,745
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Poinsettia Ball$88,071$37,627$11,355$26,272
Golf Tournament$24,470$5,677$1,891$3,786
Total Events$120,443$45,445$35,745$9,700
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$55,983
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11B

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 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 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
Phone
7124232311
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francis Tramp
Formed
1982
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Seim Johnson Llp
Address
18081 BURT STREET SUITE 200, OMAHA, NE 68022-4722
Preparer
Wendy R Cooley
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, 2017 and 2016, the health center and foundation had no uncertain tax positions accrued.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (THRU 8/23/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT - BHC
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF FINANCE - BHC
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt074998
IRS990/FundraisingDirectExpensesAmt035745
IRS990/FundraisingGrossIncomeAmt045445
IRS990/GainOrLossGrp/SecuritiesAmt021237
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt088686
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt088686
IRS990/GrantsToDomesticOrgsGrp/TotalAmt088686
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0293586
IRS990/GrossReceiptsAmt0473277
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt028263
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028263
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01638
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0962108
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01070397
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028163
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03077
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0237
IRS990/LandBldgEquipCostOrOtherBssAmt028400
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0272349
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/NetAssetsOrFundBalancesBOYAmt01837249
IRS990/NetAssetsOrFundBalancesEOYAmt01889943
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021237
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021237
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09700
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt058966
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02387
IRS990/OfficeExpensesGrp/TotalAmt02387
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01484
IRS990/OtherAssetsTotalGrp/EOYAmt02077
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP FEES
IRS990/OtherExpensesGrp/Desc1COMMEMORATIVE EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0770
IRS990/OtherExpensesGrp/FundraisingAmt1564
IRS990/OtherExpensesGrp/TotalAmt0770
IRS990/OtherExpensesGrp/TotalAmt1564
IRS990/OtherLiabilitiesGrp/BOYAmt031
IRS990/OtherLiabilitiesGrp/EOYAmt055983
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0331
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02695
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0646
IRS990/PrincipalOfficerNm0FRANCIS TRAMP
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0327763
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt094477
IRS990/PYInvestmentIncomeAmt059459
IRS990/PYOtherExpensesAmt087584
IRS990/PYOtherRevenueAmt043406
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0248567
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0182061
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0430628
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-6272
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt024165
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0759436
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0847236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0105983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0135186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0480757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt059459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020127
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0151201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt045445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt076560
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt059558
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt094646
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt041123
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0317332
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49010
IRS990ScheduleA/PublicSupportPY170Pct00.42330
IRS990ScheduleA/PublicSupportTotal170Amt0465279
IRS990ScheduleA/SubstantialContributorsTotAmt015478
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0105983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt091102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0135186
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0480757
IRS990ScheduleA/TotalSupportAmt0949290
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/BookValueAmt0237
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028163
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028400
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055983
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, 2017 AND 2016, THE HEALTH CENTER AND FOUNDATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0237
IRS990ScheduleD/TotalLiabilityAmt055983
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0476
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01526
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt074998
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt050444
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt018793
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05761
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035745
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0POINSETTIA BALL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07821
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01754
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01387
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045445
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09700
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0717
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013963

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
2017Detailed filing. Detailed filing data is available for this year.$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