Burlington West Burlington Area Development Foundation logo

Burlington West Burlington Area Development Foundation

Public charity · Grantmaker Burlington, IA EIN: 20-0283432 Website

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.

Key facts about Burlington West Burlington Area Development Foundation

In short: Burlington West Burlington Area Development Foundation gave $293K across 3 grants in 2024 (avg $98K), mostly in Iowa. Source: 2024 IRS Form 990.

EIN
20-0283432
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$293,450
Grants made (2024)
3
Average grant
$97,817
Median grant
$75,950
Total assets
$1,604,384
Primary geography
Iowa (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$1.6M

-5.6% YoY

Annual Giving

$293K

+12.9% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$98K

+12.9% YoY

How Burlington West Burlington Area Development Foundation gives

  • Giving held roughly steady from 2021 to 2024 (−13%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Burlington West Burlington Area Development Foundation

Based on IRS filings

Burlington West Burlington Area Development Foundation is a public charity focused on Employment, based in Burlington, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 3 grants totaling $293K. Net investment income was $1K.

Focus Areas

Open Grants

3 open opportunities from Burlington West Burlington Area Development Foundation

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 3 itemized grants.

States

Cities

Burlington

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $260K (2023) to $347K (2022). In 2024 it made 3 grants totaling $293K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grow Greater Burlington: $173KGrow Greater Burlington$173KDowntown Partners: $76KDowntown Partners$76KBurlingtonwest Burlington Chamber: $45KBurlingtonwest BurlingtonChamber$45K

The largest 2024 recipient was Grow Greater Burlington ($173K). Together the top 3 received $293K.

Grant Size Distribution

15 grants across all recorded years

2<$50K8$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 8 grants of 15 (53%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Grow Greater Burlington Burlington, IACommun. Development$172,500
Downtown Partners Burlington, IACommun. Development$75,950
Burlingtonwest Burlington Chamber Burlington, IACommun. Development$45,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,604,384$1,700,312$520,051
Revenue$486,600$1,562,938$124,802
Expenses$511,475$608,800$612,636
Net Investment Income$1,165$13$24

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS October 4, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS August 10, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Burlington West Burlington Area Development Foundation is led by Brock Ita, Chair since 2024 (on filings since 2022); none of the 15 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Brock Ita

    Chair

    Director → Chair, 2024

    On filings since 2022

    1 hr/week

    No compensation reported

  • Stephanie Kozlowski Left

    Chair

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Jerry Sherwood

    Director

    President → Director, 2022

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jon Hart

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Gary Hoyer

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Marty Bowen

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Tim Lundgren

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • John Mercer

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Jon Lien

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Crystal Jolin

    Treasurer

    Director → Treasurer, 2024

    On filings since 2022

    1 hr/week

    No compensation reported

  • Amy O'Brien

    Secretary

    On filings since 2023

    1 hr/week

    No compensation reported

  • Della Schmidt Left

    Secretary

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Mary Beth Sanchez Left

    Treasurer

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Matt Shinn Left

    Vice Chair

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Michael McCoy

    Vice Chair

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (12)
  • Former: Della Schmidt (2020–2023) — Secretary
  • Former: Stephanie Kozlowski (2020–2023) — Chair
  • Former: Matt Shinn (2021–2023) — Vice Chair
  • Former: Mary Beth Sanchez (2022–2023) — Treasurer
  • Former: Barb Gerst (2020–2021) — Treasurer
  • Former: Katie Whitaker (2020–2021) — Director
  • Former: Jerry Courtney (2021) — Director
  • Former: Jim Leiting (2021) — Director
  • Former: Gena Parsons (2020) — Director
  • Former: Jeff Burkhart (2020) — President
  • Former: Jim Olson (2020) — Director
  • Former: Tom Peterson (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Burlington West Burlington Area Development Foundation

How much does Burlington West Burlington Area Development Foundation give each year?

Burlington West Burlington Area Development Foundation gave $293K across 3 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $260K across 3 grants.

What is Burlington West Burlington Area Development Foundation's typical grant size?

Burlington West Burlington Area Development Foundation's median grant in 2024 was $75,950, and its average grant was $97,817, across 3 grants on its 2024 IRS Form 990.

Where does Burlington West Burlington Area Development Foundation give grants?

Burlington West Burlington Area Development Foundation gives mostly in Iowa: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Burlington, IA (3 grants).

Does Burlington West Burlington Area Development Foundation give general operating support?

Not in 2024: none of the 3 grants with a stated purpose on Burlington West Burlington Area Development Foundation's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Commun. Development" (3 grants).

How large is Burlington West Burlington Area Development Foundation?

Burlington West Burlington Area Development Foundation reported $1.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $487K.

What is Burlington West Burlington Area Development Foundation?

Burlington West Burlington Area Development Foundation is a public charity focused on Employment, based in Burlington, IA. It holds $1.6M in total assets as of 2024.

What is Burlington West Burlington Area Development Foundation's EIN?

Burlington West Burlington Area Development Foundation's EIN (Employer Identification Number) is 20-0283432. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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