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 420982794 GROW GREATER BURLINGTON INC GROW 3197526365 610 N 4TH ST STE 200 BURLINGTON IA 52601 AMY O'BRIEN PRESIDENT 3197526365 2025-11-12 true JUSTIN A PLATE CPA P00538697 5156203050 2025-11-13 2024 2025-03-06 01:10:19Z AMY O'BRIEN 610 N 4TH ST STE 200 BURLINGTON IA 52601 626742 false X WWW.GREATERBURLINGTON.COM X 1971 IA TO PROMOTE THE SOCIAL WELFARE IN DES MOINES COUNTY BY ATTRACTING AND RETAINING BUSINESSES AND INCREASING EMPLOYMENT OPPORTUNITIES 20 20 0 20 0 646103 559374 13550 10000 198987 39468 14508 -3449 873148 605393 0 0 451215 443382 0 0 192200 193058 643415 636440 229733 -31047 2441896 2359432 325769 274352 2116127 2085080 X THE MISSION OF THIS ORGANIZATION IS THE PROMOTION OF THE SOCIAL WELFARE OF THE CITIES OF BURLINGTON AND WEST BURLINGTON AND SURROUNDING AREAS BY ATTRACTING INDUSTRIES AND ENCOURAGING EXISTING INDUSTRIES TO EXPAND, AND THE PROMOTION OF OTHER ECONOMIC DEVELOPMENT THEREBY CREATING INCREASED EMPLOYMENT AND ECONOMIC OPPORTUNITIES. false false 471674 10000 THE ORGANIZATION WORKS TO ENCOURAGE, ASSIST, ESTABLISH, MAINTAIN AND DEVELOP IN AND FOR BURLINGTON AND THE SURROUNDING AREA INDUSTRIAL AND BUSINESS PROJECTS OF SUCH CHARACTER AS WILL ENLARGE EMPLOYMENT OPPORTUNITIES AND AID THE GROWTH AND DEVELOPMENT OF DES MOINES COUNTY. THE ORGANIZATION AIDS TO COORDINATE THE TALENTS, ABILITIES, AND EXPERIENCES OF A GROWING WORKFORCE BY COLLABORATING WITH ALL LOCAL SCHOOL DISTRICTS TO PROMOTE THE BUSINESS AND INDUSTRIES IN DES MOINES COUNTY. THESE ACTIVITIES ARE DONE TO ATTRACT AND RETAIN THE NECESSARY WORKFORCE IN ORDER TO ATTRACT AND RETAIN BUSINESS AND INDUSTRY FOR THE BENEFIT OF THE COMMUNITY AS A WHOLE. 471674 false true false false false false false false false true false false true true true true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 5 0 false 0 false false false false false false false false X 20 20 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 DELLA SCHMIDT LEFT 2024 PRESIDENT 28.00 12.00 X 51421 22038 4628 AMY O'BRIEN PRESIDENT 28.00 12.00 X 35846 15363 257 MARY BETH SANCHEZ LEFT 2024 CFO 14.00 26.00 X 8722 15506 1864 CRYSTAL JOLIN CFO 14.00 26.00 X 29049 51643 3984 ERIC BENNE PAST CHAIR 1.00 X X 0 0 0 BOB HUFFMAN CHAIR 1.00 X X 0 0 0 TINA MCCULLOCH CHAIR ELECT 1.00 X X 0 0 0 BRYAN BROSS TREASURER 1.00 X X 0 0 0 BROCK ITA DIRECTOR 1.00 X 0 0 0 MICHAEL ASH DIRECTOR 1.00 X 0 0 0 BRADEN MANNING DIRECTOR 1.00 X 0 0 0 GARY HOYER DIRECTOR 1.00 X 0 0 0 KEVIN MUELLER DIRECTOR 1.00 X 0 0 0 PAUL ZAUGG DIRECTOR 1.00 X 0 0 0 RYAN NAGROCKI DIRECTOR 1.00 X 0 0 0 JEFF BROTHERSON DIRECTOR 1.00 X 0 0 0 CHRIS SMITH DIRECTOR 1.00 X 0 0 0 MIKE MCCOY DIRECTOR 1.00 X 0 0 0 JOSH RAGAR DIRECTOR 1.00 X 0 0 0 DONNA MANN DIRECTOR 1.00 X 0 0 0 TOM BROEKER DIRECTOR 1.00 X 0 0 0 GREGG MANDSAGER DIRECTOR 1.00 X 0 0 0 JON BILLUPS DIRECTOR 1.00 X 0 0 0 KILEY MILLER DIRECTOR 1.00 X 0 0 0 125038 104550 10733 false false false 170000 389374 559374 WORKFORCE SUPPORT PROGRAM 10000 10000 10000 39468 39468 17900 21349 -3449 -3449 -3449 605393 46019 130562 45343 85219 228454 221575 6879 56551 44862 11689 27815 20868 6947 34114 34114 11303 11303 5975 4841 1134 19205 15559 3646 43708 35410 8298 10869 8155 2714 4345 3521 824 2819 2284 535 SPECIAL FUNDS & COMMITTEE 33575 33575 COMMUNITY INVESTMENTS 13850 13850 MAINTENANCE 6275 5084 1191 PROFESSIONAL DEVELOPMENT 3074 2306 768 3946 3138 808 636440 471674 164766 0 887256 876550 38634 39986 226123 157358 45783 25615 24513 20168 1265370 1265370 2441896 2359432 25083 37217 3050 950 297636 236185 325769 274352 X 2116127 2085080 2116127 2085080 2441896 2359432 X -31047 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45783 25615 20168 20168 PROPERTY HELD FOR SALE 1265370 1265370 PLEDGES PAYABLE 236185 236185 X 626742 21349 21349 605393 605393 657789 21349 21349 636440 636440 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAD NO UNRELATED BUSINESS TAXABLE INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAVE 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. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSES 21,349 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 21,349 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THIS ORGANIZATION IS THE PROMOTION OF THE SOCIAL WELFARE OF THE CITIES OF BURLINGTON AND WEST BURLINGTON AND SURROUNDING AREAS BY ATTRACTING INDUSTRIES AND ENCOURAGING EXISTING INDUSTRIES TO EXPAND, AND THE PROMOTION OF OTHER ECONOMIC DEVELOPMENT THEREBY CREATING INCREASED EMPLOYMENT AND ECONOMIC 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 AND DOWNTOWN PARTNERS, INC. THE ORGANIZATIONS MAINTAIN SEPARATE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE CFO IS ACTIVELY INVOLVED IN THE PREPARATION AND REVIEW OF THE FORM 990. THE CEO AND BOARD OF DIRECTORS ARE 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 CONSIDERATION 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 THE ORGANIZATION'S FORM 990, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE PROVIDED TO THE BOARD AT BI-MONTHLY MEETINGS. FORM 990, PART XI, LINE 9 RENTAL EXPENSES 21,349 RENTAL EXPENSES -21,349 BWB AREA CHAMBER OF COMMERCE 610 N 4TH ST STE 200 BURLINGTON IA 52601 420161630 BUS. DEV. IA 501C6 10 N/A false BWB AREA DEVELOPMENT FOUNDATION 610 N 4TH ST STE 200 BURLINGTON IA 52601 200283432 COMM. DEV. IA 501C3 10 N/A false DOWNTOWN PARTNERS INC 610 N 4TH ST STE 200 BURLINGTON IA 52601 421449669 DT REVITAL IA 501C6 10 N/A false false false true true false false false false false false false false false true false true true false false BWB AREA CHAMBER OF COMMERCE N 35036 BWB AREA DEVELOPMENT FOUNDATION C 170000 BWB AREA DEVELOPMENT FOUNDATION D 81759 BWB AREA DEVELOPMENT FOUNDATION Q 2555 BWB AREA CHAMBER OF COMMERCE Q 14288 BWB AREA CHAMBER OF COMMERCE P 488903