BURGESS HEALTH CENTER

EIN: 420859940 501(c)(3) Health Care

ONAWA, IA

Total Revenue
$43,066,359
Total Expenses
$36,306,413
Total Assets
$66,207,546
Net Assets
$43,169,594
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
IA
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

BURGESS HEALTH CENTER IS COMMITTED TO IMPROVE THE QUALITY OF LIFE FOR THE PEOPLE AND COMMUNITIES IT SERVES BY PROVIDING EXCELLENT HEALTHCARE AND EXCEPTIONAL PATIENT EXPERIENCES.

Program Service Accomplishments

Program 1
Expenses: $28,295,226 Revenue: $31,146,014

BURGESS HEALTH CENTER INCLUDES A NOT-FOR-PROFIT ACUTE CARE HOSPITAL. OUR PHYSICIANS AND STAFF ARE COMMITTED TO PROVIDING PATIENTS WITH COMPASSIONATE, KNOWLEDGEABLE AND TRUSTWORTHY CARE. WE PROVIDE...

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BURGESS HEALTH CENTER INCLUDES A NOT-FOR-PROFIT ACUTE CARE HOSPITAL. OUR PHYSICIANS AND STAFF ARE COMMITTED TO PROVIDING PATIENTS WITH COMPASSIONATE, KNOWLEDGEABLE AND TRUSTWORTHY CARE. WE PROVIDE THE FOLLOWING SERVICES: CANCER CARE AND INFUSION, CARDIAC REHABILITATION, DIABETES CENTER, EMERGENCY SERVICES, HOME HEALTH, HOSPICE, PRIVATE DUTY AND LIFE ASSIST CARE, ON-SITE LABORATORY, MENTAL HEALTH, SURGERY, FAMILY BEGINNINGS, ORTHOPEDICS, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, PULMONARY REHAB, RADIOLOGY, SCREENINGS, AND VARIOUS OUTPATIENT SPECIALTY CLINICS.

Program 2
Expenses: $2,505,568 Revenue: $2,758,007

BURGESS HEALTH CENTER INCLUDES TWO RURAL HEALTH CLINICS IN A FOUR COUNTY SERVICE AREA. CLINICS ARE LOCATED IN SLOAN AND MAPLETON, IOWA; WHICH ARE STAFFED BY DEDICATED PHYSICIANS, NURSE PRACTITIONERS...

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BURGESS HEALTH CENTER INCLUDES TWO RURAL HEALTH CLINICS IN A FOUR COUNTY SERVICE AREA. CLINICS ARE LOCATED IN SLOAN AND MAPLETON, IOWA; WHICH ARE STAFFED BY DEDICATED PHYSICIANS, NURSE PRACTITIONERS, AND PHYSICIAN ASSISTANTS TO PROVIDE A COMPLETE SPECTRUM OF HEALTHCARE SERVICES FOR THE WHOLE FAMILY.

Program 3
Expenses: $1,000,983 Revenue: $1,101,834

BURGESS HEALTH CENTER INCLUDES HOME HEALTH SERVICES. STAFF ARE DEDICATED TO ADD COMFORT TO PATIENTS' RECOVERY, EASE THE IMPACT ON FRIENDS AND FAMILY, AND HELP PATIENTS' TRANSITION TO LIFESTYLE...

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BURGESS HEALTH CENTER INCLUDES HOME HEALTH SERVICES. STAFF ARE DEDICATED TO ADD COMFORT TO PATIENTS' RECOVERY, EASE THE IMPACT ON FRIENDS AND FAMILY, AND HELP PATIENTS' TRANSITION TO LIFESTYLE ADJUSTMENTS NECESSARY FOR THE ILLNESS. SERVICES INCLUDE I.V. MEDICATIONS, NOURISHMENT, WOUND CARE, HYGIENE AND DAILY LIVING ASSISTANCE, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, SUPPORT THROUGH SOCIAL WORKERS, SKILLED NURSING VISITS, AND HOMEMAKER SERVICES.BURGESS HOSPICE STAFF PROVIDE PROFESSIONAL GRIEF COUNSELORS AND SKILLED VOLUNTEERS TO PATIENTS (TYPICALLY WITH A LIFE-LIMITING ILLNESS WITH A SHORT-TERM SURVIVAL ESTIMATE). ENSURING THE PATIENT IS AS COMFORTABLE AND PAIN-FREE AS POSSIBLE. THEY, ALSO, HELP FAMILY MEMBERS COPE WITH END OF LIFE ISSUES.

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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%)

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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

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Governance

Voting Members
10
Independent Members
9
Employees
335
Volunteers
10

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
7
$441,428
Total Directors
12
$328,284
Key Employees
1
$192,091
Highest Compensated
5
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
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