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Nonprofiteer
← BURGESS HEALTH CENTER

Form 990 for tax year 2022

Filed by BURGESS HEALTH CENTER.

Totals

Total revenue
$33,912,065
Total expenses
$35,658,765
Contributions and grants received
$1,976,616
Grants paid
$0
Program service revenue
$30,801,308
Investment income
$878,770
Other revenue
$255,371
Total assets, end of year
$63,607,419
Total liabilities, end of year
$24,627,480
Net assets or fund balances, end of year
$38,979,939
Program services expenses (Part IX)
$32,395,210
Management and general expenses
$3,263,555
Fundraising expenses
$0
Program service expenses (Part III)
$32,395,210

Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN GARRED JR MD

    BOARD MEMBER

    Total calculated
    $386,614
    From this org
    $376,344
    From related orgs
    $0
    Other
    $10,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,344
    Bonus
    $0
    Other
    $0
    Deferred
    $9,997
    Nontaxable benefits
    $273
    Filer's total
    $386,614

  • PAUL DUDLEY MD

    BOARD MEMBER

    Total calculated
    $19,025
    From this org
    $19,025
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • KEITH SCHRUNK OD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • MARI MILLER

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • STEVE PRATT

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • SHEILA DUARTE DDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TERRY MURRELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AMY MAULE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRENT MCCALL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW MINNIHAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ANDY TIREVOLD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARY BLACK

    BOARD MEMBER THRU 11/2022

    Total calculated
    $0
    Hours/week
    2

  • CARL BEHNE

    CEO THRU 6/2023

    Total calculated
    $296,957
    From this org
    $275,793
    From related orgs
    $0
    Other
    $21,164
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $259,532
    Bonus
    $7,261
    Other
    $9,000
    Deferred
    $8,136
    Nontaxable benefits
    $13,028
    Filer's total
    $296,957

  • JOHN WILKER

    VICE PRESIDENT OF FINANCE

    Total calculated
    $176,580
    From this org
    $176,533
    From related orgs
    $0
    Other
    $47
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $176,533
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $47
    Filer's total
    $176,580

  • TERESA BUTLER

    VP OF CLINICAL SERVICES/INTERIM CEO

    Total calculated
    $159,255
    From this org
    $148,606
    From related orgs
    $0
    Other
    $10,649
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $148,606
    Bonus
    $0
    Other
    $0
    Deferred
    $4,569
    Nontaxable benefits
    $6,080
    Filer's total
    $159,255

  • WASEEM ALOUNK MD

    PHYSICIAN

    Total calculated
    $455,873
    From this org
    $429,412
    From related orgs
    $0
    Other
    $26,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $429,412
    Bonus
    $0
    Other
    $0
    Deferred
    $13,306
    Nontaxable benefits
    $13,155
    Filer's total
    $455,873

  • PETER DAHER MD

    PHYSICIAN

    Total calculated
    $406,056
    From this org
    $382,986
    From related orgs
    $0
    Other
    $23,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,986
    Bonus
    $0
    Other
    $0
    Deferred
    $9,968
    Nontaxable benefits
    $13,102
    Filer's total
    $406,056

  • MONTY MCKINVEN

    CRNA

    Total calculated
    $352,336
    From this org
    $331,484
    From related orgs
    $0
    Other
    $20,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,484
    Bonus
    $0
    Other
    $0
    Deferred
    $7,791
    Nontaxable benefits
    $13,061
    Filer's total
    $352,336

  • LYNN CHARRLIN MD

    PHYSICIAN

    Total calculated
    $261,360
    From this org
    $247,669
    From related orgs
    $0
    Other
    $13,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,669
    Bonus
    $0
    Other
    $0
    Deferred
    $7,524
    Nontaxable benefits
    $6,167
    Filer's total
    $261,360

  • RACHEL KNUDSON DO

    GENERAL SURGERY SPECIALIST

    Total calculated
    $195,174
    From this org
    $185,864
    From related orgs
    $0
    Other
    $9,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,864
    Bonus
    $0
    Other
    $0
    Deferred
    $5,575
    Nontaxable benefits
    $3,735
    Filer's total
    $195,174

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
CARL BEHNE'S BONUS IS EVALUATED AND DETERMINED BY THE BOARD. HIS ANNUAL BONUS CAN BE UP TO 20% OF HIS BASE SALARY, BASED ON PERFORMANCE DURING THE YEAR.

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

No itemized grants to organizations 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.

  • BURGESS FOUNDATION

    501(C)(3) · RAISING FUNDS FOR BURGESS HEALTH CENTER · IA · controlled entity

    Directly controlled by BURGESS HEALTH CENTER

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349309977

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