BURGESS HEALTH CENTER (EIN 420859940) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

LYNN WOLD

Phone

7124232311

Tax Period

2023-07-01 to 2024-06-30

BURGESS HEALTH CENTER, founded in 1959, is a mid-sized nonprofit in the Health Care sector that reported $43.1M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.8M, a strong 16% operating margin.

Mission

TO PROVIDE HEALTHCARE SERVICES TO THE COMMUNITY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,426,773

Program Service Revenue $36,995,382

Investment Income $4,273,566

Other Revenue $370,638

TOTAL REVENUE $43,066,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,749,454

Fundraising Expenses $0

Program Expenses $31,801,777

Other Expenses $16,556,959

TOTAL EXPENSES $36,306,413

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,066,359	$33,912,065	+0.3%
Expenses	$36,306,413	$35,658,765	+0.0%
Net Income	$6,759,946	$-1,746,700	-4.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

335

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$441,428

Total Directors

$328,284

Key Employees

$192,091

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GARRED JR MD	BOARD MEMBER THRU 05/2024	40.00	Director	$264,315	$39,829	$304,144
PAUL DUDLEY MD	BOARD MEMBER	2.00	Director	$24,140	$0	$24,140
KEITH SCHRUNK OD	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARI MILLER	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
AMY MAULE	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
SHEILA DUARTE DDS	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRY MURRELL	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW MINNIHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDY TIREVOLD	BOARD MEMBER	2.00	Director	$0	$0	$0
BEAU HUPKE	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY PRATT	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY BLACK	BOARD MEMBER THRU 11/2024	2.00	Director	$0	$0	$0
CARL BEHNE	CEO THRU 3/2024	39.00	Officer	$143,613	$15,540	$159,153
JOHN WILKER	VICE PRESIDENT OF FINANCE THRU 09/2023	39.00	Officer	$156,821	$631	$157,452
LYNN WOLD	CEO	39.00	Officer	$74,512	$16,859	$91,371
JAMES GOBELL	VICE PRESIDENT OF FINANCE	39.00	Officer	$32,181	$1,271	$33,452
TERESA BUTLER	VP OF CLINICAL SERVICES/IN	40.00	Key Emp	$174,167	$17,924	$192,091
WASEEM ALOUNK MD	PHYSICIAN	40.00	Highest	$478,079	$55,649	$533,728
RACHEL KNUDSON DO	GENERAL SURGERY SPECIALIST	40.00	Highest	$441,204	$48,871	$490,075
PETER DAHER MD	PHYSICIAN	40.00	Highest	$381,646	$46,610	$428,256
MONTY MCKINVEN	CRNA	40.00	Highest	$266,827	$46,594	$313,421
LYNN CHARRLIN MD	PHYSICIAN	40.00	Highest	$252,925	$27,797	$280,722

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$43,066,359	$36,306,413	$66,207,546	$6,759,946
2023	$33,912,065	$35,658,765	$63,607,419	$-1,746,700
2022	$34,148,463	$35,282,845	$54,579,039	$-1,134,382
2021	$37,903,768	$32,830,669	$55,243,978	$5,073,099
2020	$31,658,996	$30,017,267	$49,260,213	$1,641,729
2019	$30,750,471	$30,250,855	$38,021,728	$499,616

BURGESS HEALTH CENTER