2025-05-14T12:50:19-05:00 2024-06-30 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2023-07-01 421188964 BURGESS FOUNDATION BURG 7124232311 1600 DIAMOND STREET ONAWA IA 51040 LYNN WOLD CEO 7124232311 2025-05-14 1 1 MEGAN L KOZIOL CPA P01544037 4023302660 2025-05-08 2023 2025-03-06 01:10:19Z LYNN WOLD 1600 DIAMOND STREET ONAWA IA 51040 1132854 0 X WWW.BURGESSHC.ORG X 1982 IA FUNDRAISING TO SUPPORT BURGESS HEALTH CENTER. 9 9 0 10 0 0 196993 183190 0 0 50582 142749 -28050 45105 219525 371044 0 558604 0 0 0 0 0 0 157975 90939 157975 90939 716579 128586 -345535 1996894 1779777 12843 151647 1984051 1628130 BURGESS FOUNDATION IS COMMITTED TO DEVELOPING STAKEHOLDERS IN THE FUTURE OF BURGESS HEALTH CENTER THROUGH INDIVIDUALS' TIME, TALENTS AND TREASURES. 0 0 558604 558604 39926 BURGESS FOUNDATION ASSISTS IN THE ACCUMULATION OF FUNDS FOR MAINTENANCE AND EXPANSION OF BURGESS HEALTH CENTER, AN EXEMPT ORGANIZATION. 558604 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X LYNN WOLD 7124239206 1600 DIAMOND STREET ONAWA IA 51040 CARL BEHNE PRESIDENT/CEO - BHC THRU 3/2024 1.00 39.00 X 0 143613 15540 JOHN WILKER VP OF FINANCE THRU 9/2023 1.00 39.00 X 0 156821 631 LYNN WOLD PRESIDENT/CEO - BHC 1.00 39.00 X 0 74512 16859 BOBBI JOHNSON EXECUTIVE DIRECTOR 40.00 X 0 64639 7234 JAMES GOBELL VP OF FINANCE - BHC 1.00 39.00 X 0 32181 1271 KATHY WESTERGAARD PRESIDENT 2.00 X X 0 0 0 SUSAN JOHNSON VICE PRESIDENT 2.00 X X 0 0 0 CHERYL WARNER SECRETARY/TREASURER 2.00 X X 0 0 0 SCOTT BREKKE DIRECTOR 2.00 X 0 0 0 LOU HEWITT DIRECTOR 2.00 X 0 0 0 PEGGY HANNER DIRECTOR 2.00 X 0 0 0 PHIL MORROW DIRECTOR 2.00 X 0 0 0 CHARLES PERSINGER DIRECTOR 2.00 X 0 0 0 TRENT RODMAN DIRECTOR 2.00 X 0 0 0 0 471766 41535 0 0 1 0 0 120628 62562 183190 29678 29678 829131 716060 113071 113071 113071 26078 120628 20899 5179 5179 64777 24851 39926 39926 371044 39926 0 147928 558604 558604 128473 128473 350 350 24174 24174 755 755 1927 1927 1640 1640 HEALING GARDEN EXPENSES 308 308 348 348 716579 558604 0 157975 330003 262831 23553 60665 514510 1329 2129 2381 0 0 2381 1642009 937261 1996894 1779777 8505 136561 4338 15086 12843 151647 X 1957690 1628130 26361 0 1984051 1628130 1996894 1779777 -345535 -10386 0 X X 0 1 X 1 0 X 116927 107029 149895 196993 183190 754034 116927 107029 149895 196993 183190 754034 7295 746739 48766 41911 79624 55389 29678 255368 11564 5179 16743 1026145 64777 0.72770 0.65880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2381 2381 2381 REFUNDABLE ADVANCE 4338 CONSIGNMENT LIABILITY 10748 15086 X PART X, LINE 2: 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, 2024 AND 2023, THE HEALTH CENTER AND FOUNDATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. POINSETTIA BALL 123580 117128 6452 5274 3698 3710 850 2472 GOLF 23126 3500 19626 3487 1268 140 146706 120628 26078 5274 7185 4978 850 2612 20899 5179 1 BURGESS HEALTH CENTER 1600 DIAMOND ST ONAWA IA 51040 420859940 501(C)(3) 558604 0 MAINTENANCE AND EXPANSION OF HEALTH CENTER 1 0 PART I, LINE 2: BURGESS FOUNDATION IS COMMITTED TO DEVELOPING STAKEHOLDERS IN THE FUTURE OF BURGESS HEALTH CENTER, A RELATED 501(C)(3) ORGANIZATION. BECAUSE OF A CLOSE WORKING RELATIONSHIP WITH THE HEALTH CENTER, THE FOUNDATION'S BOARD IS ABLE TO MONITOR USE OF GRANT FUNDS THROUGH REGULAR INTERACTIONS WITH HEALTH CENTER PERSONNEL. 0 0 0 0 0 0 0 0 0 CARL BEHNE PRESIDENT/CEO - BHC THRU 3/2024 0 143613 0 0 0 0 0 5987 0 9553 0 159153 0 0 JOHN WILKER VP OF FINANCE THRU 9/2023 0 156821 0 0 0 0 0 631 0 0 0 157452 0 0 SCHEDULE J, PART I, LINE 3: THE COMPENSATION OF CARL BEHN, JONATHAN WILKER, LYNN WOLD, JAMES GOBELL, AND BOBBI JOHNSON IS PAID FROM A RELATED ORGANIZATION, BURGESS HEALTH CENTER. MR. BEHNE SERVED AS THE PRESIDENT OF BURGESS HEALTH CENTER THROUGH MARCH 2024 AT WHICH POINT LYNN WOLD FILLED THE POSITION; THE PRESIDENT OF BURGESS HEALTH CENTER 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 A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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; ALL QUESTIONS AND COMMENTS ARE ADDRESSED PRIOR TO SUBMISSION TO THE IRS. 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 15 THE FOUNDATION DOES NOT PAY COMPENSATION TO A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OR ANY KEY EMPLOYESS OF THE ORGANIZATION. THEREFORE, IT IS NOT NECESSARY FOR THE FOUNDATION TO HAVE A PROCESS TO DETERMINE COMPENSATION FOR THESE POSITIONS. 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. 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. BURGESS HEALTH CENTER 1600 DIAMOND ST ONAWA IA 51040 420859940 HOSPITAL IA 501(C)(3) LINE 3 N/A 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0