2025-11-13T09:45:19-05:00 2024-12-31 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2024-01-01 200283432 BURLINGTON WEST BURLINGTON AREA DEVELOPMENT FOUNDATION BURL 3197526365 610 N 4TH ST STE 200 BURLINGTON IA 52601 AMY O'BRIEN SECRETARY 3197526365 2025-11-12 true JUSTIN A PLATE CPA P00538697 5156203050 2025-11-13 2024 2025-03-06 01:10:19Z BROCK ITA 610 N 4TH ST STE 200 BURLINGTON IA 52601 486600 false X WWW.GREATERBURLINGTON.COM X 2003 IA TO RAISE REVENUE, HELP DEVELOP THE IMAGE OF DES MOINES COUNTY, AND TO PROMOTE THE DEVELOPMENT OF THE COMMUNITY ON BEHALF OF ITS CITIZENS AND RESIDENTS 9 9 0 11 0 1562925 485435 0 13 1165 0 1562938 486600 260000 297950 0 0 0 5552 348800 213525 608800 511475 954138 -24875 1700312 1604384 231123 160070 1469189 1444314 X THE MISSION OF THE BURLINGTON/WEST BURLINGTON AREA DEVELOPMENT FOUNDATION IS TO RAISE REVENUE, HELP DEVELOP THE IMAGE OF THE BURLINGTON/WEST BURLINGTON CITIES AND DES MOINES COUNTY, AND TO PROMOTE THE DEVELOPMENT OF THE COMMUNITY ON BEHALF OF ITS CITIZENS AND RESIDENTS. THE PREPARATION AND DEVELOPMENT OF THE COMMUNITY WILL BE ENHANCED BY EDUCATING THE PUBLIC REGARDING DEVELOPMENT PROJECTS AND OPPORTUNITIES. false false 297950 297950 THE ORGANIZATION OPERATES THE PARTNERING FOR THE FUTURE CAMPAIGN. THIS CAMPAIGN PROVIDES FUNDING FOR PROJECTS WHICH ENHANCE THE BEAUTY AND PUBLIC AWARENESS OF THE COMMUNITY. THE ORGANIZATION ALSO CONDUCTS EDUCATIONAL WORKSHOPS AND SEMINARS FOR THE LOCAL COMMUNITY DESIGNED TO EDUCATE AND INFORM THE GENERAL PUBLIC REGARDING HOUSING, EDUCATION, AND BUSINESS OPPORTUNITIES AND TRENDS IN BURLINGTON, WEST BURLINGTON, AND DES MOINES COUNTY. 196172 THE ORGANIZATION PROMOTES BEAUTIFICATION IN BURLINGTON BY ACTING AS FISCAL AGENT FOR THE LIGHTSCAPE PROJECT. 494122 true true false false false false false false false false false false false false true true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false true false true 0 0 0 false false false false false false false false false false false false X 9 9 false true false false false false false true true false false true true true true true true true true false X CRYSTAL JOLIN 3197526365 610 N 4TH ST STE 200 BURLINGTON IA 52601 BROCK ITA CHAIR 1.00 X X 0 0 0 STEPHANIE KOZLOWSKI LEFT 2024 CHAIR 1.00 X X 0 0 0 MICHAEL MCCOY VICE-CHAIR 1.00 X X 0 0 0 MATT SHINN LEFT 2024 VICE CHAIR 1.00 X X 0 0 0 AMY O'BRIEN SECRETARY 1.00 39.00 X X 0 51208 257 DELLA SCHMIDT LEFT 2024 SECRETARY 1.00 39.00 X X 0 73459 4627 CRYSTAL JOLIN TREASURER 1.00 39.00 X X 0 80692 3984 MARY BETH SANCHEZ LEFT 2024 TREASURER 1.00 39.00 X X 0 24229 1863 MARTY BOWEN DIRECTOR 1.00 X 0 0 0 JON HART DIRECTOR 1.00 X 0 0 0 GARY HOYER DIRECTOR 1.00 X 0 0 0 TIM LUNDGREN DIRECTOR 1.00 X 0 0 0 JOHN MERCER DIRECTOR 1.00 X 0 0 0 JERRY SHERWOOD DIRECTOR 1.00 X 0 0 0 JON LIEN DIRECTOR 1.00 X 0 0 0 229588 10731 false false false 485435 485435 1165 1165 486600 1165 297950 297950 5290 5290 4245 4245 LIGHTSCAPE EXPENSES 196172 196172 PFF IV CAMPAIGN EXPENSES 5552 5552 BAD DEBT EXPENSE 2000 2000 FINANCIAL EXPENSES 266 266 511475 494122 11801 5552 197730 84900 1137540 1115942 365042 403542 1700312 1604384 231123 160070 231123 160070 X 402 1468787 1444314 1469189 1444314 1700312 1604384 -24875 X true X false true false X 62232 288764 124778 1562925 485435 2524134 62232 288764 124778 1562925 485435 2524134 566912 1957222 56 26 24 13 1165 1284 2525418 0.77500 0.90590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PAYABLE TO GROW GREATER BURLINGTON 157638 PAYABLE TO BURLINGTON/WEST BURLINGTO 2432 160070 X SCHEDULE D, PAGE 3, PART X PART X - FIN 48 FOOTNOTE THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) BASED ON AN INTERNAL REVENUE SERVICE LETTER DATED JULY 8, 2004. THE ORGANIZATION HAD NO UNRELATED BUSINESS TAXABLE INCOME AS OF DECEMBER 31, 2024. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. true BURLINGTONWEST BURLINGTON CHAMBER 610 N 4TH ST STE 200 BURLINGTON IA 52601 420161630 501C6 45000 COMMUN. DEVELOPMENT DOWNTOWN PARTNERS 610 N 4TH ST STE 200 BURLINGTON IA 52601 421449669 501C6 75950 COMMUN. DEVELOPMENT GROW GREATER BURLINGTON 610 N 4TH ST STE 200 BURLINGTON IA 52601 420982794 501C4 172500 COMMUN. DEVELOPMENT SCHEDULE I, PAGE 1, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE ORGANIZATION MAINTAINS A CLOSE WORKING RELATIONSHIP WITH EACH OF THE ORGANIZATIONS RECEIVING GRANTS. ALL GRANT PURPOSES ARE PLANNED AND DETERMINED PRIOR TO THE YEAR ACCORDING TO THE COMMUNITY DEVELOPMENT PLAN PUT TOGETHER AT THE BEGINNING OF THE PARTNERING FOR THE FUTURE CAMPAIGN. ACTIVITIES ARE MONITORED AND GRANTS ARE USED EXCLUSIVELY FOR THE COMMUNITY DEVELOPMENT IN THE BURLINGTON/WEST BURLINGTON AND DES MOINES COUNTY AREA ACCORDING TO THE PLAN. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE BURLINGTON/WEST BURLINGTON AREA DEVELOPMENT FOUNDATION IS TO RAISE REVENUE, HELP DEVELOP THE IMAGE OF THE BURLINGTON/WEST BURLINGTON CITIES AND DES MOINES COUNTY, AND TO PROMOTE THE DEVELOPMENT OF THE COMMUNITY ON BEHALF OF ITS CITIZENS AND RESIDENTS. THE PREPARATION AND DEVELOPMENT OF THE COMMUNITY WILL BE ENHANCED BY EDUCATING THE PUBLIC REGARDING DEVELOPMENT PROJECTS AND OPPORTUNITIES. FORM 990, PAGE 6, PART VI, LINE 3 THE ORGANIZATION SHARES FACILITIES AND MANAGEMENT FUNCTIONS WITH THE BURLINGTON/WEST BURLIGNTON AREA CHAMBER OF COMMERCE, GROW GREATER BURLINGTON, INC. AND DOWNTOWN PARTNERS INC. THE ORGANIZATIONS MAINTAIN SEPARATE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE TREASURER IS INVOLVED IN PROVIDING DETAIL FOR THE PREPARATION OF THE FORM 990. SHE REVIEWS THE FORM IN DETAIL, PRIOR TO ITS COMPLETION BY THE EXTERNAL PREPARER. THE BOARD OF DIRECTORS IS PROVIDED A COPY TO REVIEW, INCLUDING ALL REQUIRED SCHEDULES, PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER REVIEWS AND SIGNS THE CONFLICT OF INTEREST POLICY ANNUALLY. ANY CONFLICTS ARE IDENTIFIED AND REVIEWED. THE CEO IS AWARE OF TRANSACTIONS THROUGHOUT THE YEAR, AS SHE IS THE SIGNER OF CHECKS. THIS PROCESS ALLOWS FOR CONTINUED CONSIDERATIONS OF ANY CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A IN ACCORDANCE WITH THE ORGANIZATION BYLAWS, AN INDEPENDENT COMMITTEE OF BOARD MEMBERS PERFORM AN ANNUAL REVIEW OF THE CEO/PRESIDENT, INCLUDING THE CEO/PRESIDENT'S SALARY. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO/PRESIDENT INDEPENDENTLY EVALUATES THE ORGANIZATION EMPLOYEES AND REVIEWS COMPENSATION AGAINST INDEPENDENT INDUSTRY SURVEYS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FROM THE CFO UPON REQUEST. BWB AREA CHAMBER OF COMMERCE 610 N 4TH ST STE 200 BURLINGTON IA 52601 420161630 BUS. DEV. IA 501C6 10 N/A false DOWNTOWN PARTNERS INC 610 N 4TH ST STE 200 BURLINGTON IA 52601 421449669 REVITALIZE IA 501C6 10 N/A false GROW GREATER BURLINGTON 610 N 4TH ST STE 200 BURLINGTON IA 52601 420982794 EC. DEV. IA 501C4 10 N/A false false true false true false false false false false false false false false true true true false false true BWB AREA CHAMBER OF COMMERCE B 45000 GROW GREATER BURLINGTON B 172500 DOWNTOWN PARTNERS INC B 75950 GROW GREATER BURLINGTON E 81759 GROW GREATER BURLINGTON P 55 BWB AREA CHAMBER OF COMMERCE P 4834 BWB AREA CHAMBER OF COMMERCE S 20927