BURGESS FOUNDATION IS COMMITTED TO DEVELOPING STAKEHOLDERS IN THE FUTURE OF BURGESS HEALTH CENTER THROUGH INDIVIDUALS' TIME, TALENTS AND TREASURES.
Key facts about Burgess Foundation
- EIN
- 42-1188964
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $558,604
- Grants made (2024)
- 1
- Average grant
- $558,604
- Median grant
- $558,604
- Total assets
- $1,779,777
- Primary geography
- Iowa (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Burgess Foundation gives
- Giving grew 436% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Burgess Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-10.9% YoY
Annual Giving
$559K
Grant Count
1
Avg Grant Size
$559K
About Burgess Foundation
Based on IRS filings
Burgess Foundation is a nonprofit organization focused on Health, based in Onawa, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grant totaling $559K. Net investment income was $143K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,779,777 | $1,996,894 | $1,712,246 |
| Revenue | $371,044 | $219,525 | $241,083 |
| Expenses | $716,579 | $90,939 | $107,520 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $142,749 | $50,582 | $79,624 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Burgess Health Center ($558,604).
| Recipient | Purpose | Amount |
|---|---|---|
| BURGESS HEALTH CENTER Onawa, IA | MAINTENANCE AND EXPANSION OF HEALTH CENTER | $558,604 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Carl Behne | President/CEO - BHC Thru 3/2024 | 1 | — |
| John Wilker | VP of Finance Thru 9/2023 | 1 | — |
| Lynn Wold | President/CEO - BHC | 1 | — |
| Bobbi Johnson | Executive Director | 40 | — |
| James Gobell | VP of Finance - BHC | 1 | — |
| Kathy Westergaard | President | 2 | — |
| Susan Johnson | Vice President | 2 | — |
| Cheryl Warner | Secretary/Treasurer | 2 | — |
| Scott Brekke | Director | 2 | — |
| Lou Hewitt | Director | 2 | — |
| Peggy Hanner | Director | 2 | — |
| Phil Morrow | Director | 2 | — |
| Charles Persinger | Director | 2 | — |
| Trent Rodman | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Burgess Foundation?
Burgess Foundation is a nonprofit organization focused on Health, based in Onawa, IA. It holds $1.8M in total assets as of 2024.
How large is Burgess Foundation?
As of 2024, Burgess Foundation holds $1.8M in total assets with $371K in annual revenue. It awarded 1 grant totaling $559K in 2024.
Where does Burgess Foundation operate?
Burgess Foundation has awarded grants in Iowa.
What size grants does Burgess Foundation award?
In 2024, Burgess Foundation awarded 1 grant totaling $559K — an average of about $559K per grant, based on its IRS Form 990 filings.
What is Burgess Foundation's EIN?
Burgess Foundation's EIN (Employer Identification Number) is 42-1188964. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.