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Nonprofiteer
← BURLINGTON WEST BURLINGTON AREA DEVELOPMENT FOUNDATION

Form 990 for tax year 2023

Filed by BURLINGTON WEST BURLINGTON AREA DEVELOPMENT FOUNDATION.

Totals

Total revenue
$1,562,938
Total expenses
$608,800
Contributions and grants received
$1,562,925
Grants paid
$260,000
Program service revenue
$0
Investment income
$13
Other revenue
$0
Total assets, end of year
$1,700,312
Total liabilities, end of year
$231,123
Net assets or fund balances, end of year
$1,469,189
Program services expenses (Part IX)
$362,663
Management and general expenses
$19,533
Fundraising expenses
$226,604
Program service expenses (Part III)
$362,663

Program services were 59.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,562,925

  • 3 · Investment income

    total $13 · excluded $13

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $260,000 · program services $260,000

  • 11c · Fees: accounting

    total $975 · management and general $975

  • 13 · Office expenses

    total $4,827 · management and general $4,827

  • 24a · Other expenses: PFF IV CAMPAIGN EXPENSES

    total $226,604 · fundraising $226,604

  • 24b · Other expenses: LIGHTSCAPE EXPENSES

    total $102,663 · program services $102,663

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $13,500 · management and general $13,500

  • 24d · Other expenses: FINANCIAL EXPENSES

    total $231 · management and general $231

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $258,701 · end of year $197,730

  • 3 · Pledges and grants receivable

    end of year $1,137,540

  • 4 · Accounts receivable

    beginning of year $261,350 · end of year $365,042

  • 25 · Other liabilities

    beginning of year $5,000 · end of year $231,123

  • 27 · Net assets without donor restrictions

    beginning of year $279,922 · end of year $402

  • 28 · Net assets with donor restrictions

    beginning of year $235,129 · end of year $1,468,787

Mission and programs · 2023

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.

Activities or mission (Part I)

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

  • 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.

    Expenses $260,000 · Grants $260,000

  • THE ORGANIZATION PROMOTES BEAUTIFICATION IN BURLINGTON BY ACTING AS FISCAL AGENT FOR THE LIGHTSCAPE PROJECT.

    Expenses $102,663

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephanie Kozlowski

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Matt Shinn

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mary Beth Sanchez

    TREASURER

    Total calculated
    $70,079
    From this org
    $0
    From related orgs
    $59,579
    Other
    $10,500
    Hours/week
    1 + 39 related

  • Della Schmidt

    SECRETARY

    Total calculated
    $175,444
    From this org
    $0
    From related orgs
    $158,704
    Other
    $16,740
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $151,254 related
    Bonus
    not reported + $7,450 related
    Other
    not reported
    Deferred
    not reported + $16,740 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $175,444 related

  • Marty Bowen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jon Hart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Hoyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brock Ita

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Crystal Jolin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Lundgren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Sherwood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy O'Brien

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.0
Source object
202433199349305123

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