Iota Benefit Assn Louis W Burgher Md

Clarkson Hospital

Omaha, NE
Tax-exempt since Oct. 1953
EIN: 47-6033634

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$32.7k (2025)

Expenses

$23.1k (2025)

Total Assets

$349k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$32,719

Expenses

$23,110

Net Income

$9,609

Net Assets

$348,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$113	0.3%
Dividends	$7,438	22.7%
Sales of Assets	$25,168	76.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,500	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$348,941
Total Liabilities	$0
Net Assets	$348,941

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumesiter (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Brian Zahm (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0

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990-PF

Filed on Oct. 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2024

Revenue

$20,653

Expenses

$20,121

Net Income

$532

Net Assets

$335,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,853	33.2%
Sales of Assets	$13,800	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,500	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$335,832
Total Liabilities	$0
Net Assets	$335,832

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumesiter (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Brian Zahm (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0

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990-PF

Filed on Aug. 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2023

Revenue

$23,678

Expenses

$17,403

Net Income

$6,275

Net Assets

$335,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,513	23.3%
Sales of Assets	$18,165	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,750	79.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$335,300
Total Liabilities	$0
Net Assets	$335,300

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumesiter (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Virginia Ripley (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0

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990-PF

Filed on Aug. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2022

Revenue

$34,825

Expenses

$24,464

Net Income

$10,361

Net Assets

$329,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,935	17.0%
Sales of Assets	$28,890	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,500	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$329,025
Total Liabilities	$0
Net Assets	$329,025

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumeister (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Virginia Ripley (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0

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990-PF

Filed on Sept. 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2021

Revenue

$19,379

Expenses

$20,860

Net Income

-$1,481

Net Assets

$318,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,944	25.5%
Sales of Assets	$14,433	74.5%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,000	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$318,664
Total Liabilities	$1
Net Assets	$318,663

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumeister (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr William Palmer (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Virginia Ripley (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0
Dr Bill Stratbucker (Board Member)	$0	$0

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990-PF

Filed on Aug. 31, 2021

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Fiscal Year Ending May
2020

Revenue

$15,813

Expenses

$21,120

Net Income

-$5,307

Net Assets

$320,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,650	48.4%
Sales of Assets	$8,137	51.5%
Other Income	$26	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,700	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$320,145
Total Liabilities	$1
Net Assets	$320,144

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumeister (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr William Palmer (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Virginia Ripley (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0
Dr Bill Stratbucker (Board Member)	$0	$0

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990-PF

Filed on Oct. 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$4,539

Expenses

$24,078

Net Income

-$19,539

Net Assets

$325,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,559	> 100%
Sales of Assets	-$1,020
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,250	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,452
Total Liabilities	$0
Net Assets	$325,452

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumeister (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr William Palmer (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Virginia Ripley (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0
Dr Richard Osterholm (Board Member)	$0	$0
Dr Bill Stratbucker (Board Member)	$0	$0

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990-PF

Filed on Aug. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2018

Revenue

$32,028

Expenses

$22,234

Net Income

$9,794

Net Assets

$344,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,054	18.9%
Sales of Assets	$25,974	81.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,510	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$344,991
Total Liabilities	$0
Net Assets	$344,991

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumeister (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Phyliss Byrd (Board Member)	$0	$0
Dr Mary Kay Drake (Board Member)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr Ginny Ripley (Board Member)	$0	$0
Dr William Palmer (Board Member)	$0	$0
Dr Richard Osterholm (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Bill Stratbucker (Board Member)	$0	$0

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990-PF

Filed on July 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

-$489

Expenses

$19,931

Net Income

-$20,420

Net Assets

$335,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,362
Sales of Assets	-$6,379
Other Income	$528

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,505	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$338,697
Total Liabilities	$3,500
Net Assets	$335,197

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumeister (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Chelsea Chesen (Board Member)	$0	$0
Dr Edward Chartrand (Board Member)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Ginny Ripley (Board Member)	$0	$0
Dr William Palmer (Board Membe)	$0	$0
Dr Richard Osterholm (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Bill Stratbucker (Board Member)	$0	$0

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990-PF

Filed on July 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$14,748

Expenses

$26,329

Net Income

-$11,581

Net Assets

$355,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,744	52.5%
Sales of Assets	$7,004	47.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,505	70.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,617
Total Liabilities	$4,000
Net Assets	$355,617

Compensation

Key Employees and Officers	Compensation	Other
Dr Amy Neumeister (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr Carol A Drake (Director)	$0	$0
Dr Chelsea Chesen (Board Member)	$0	$0
Dr Edward Chartrand (Board Member)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Ginny Ripley (Board Member)	$0	$0
Dr William Palmer (Board Membe)	$0	$0
Dr Richard Osterholm (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Bill Stratbucker (Board Member)	$0	$0

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990-PF

Filed on Aug. 18, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2015

Revenue

$46,687

Expenses

$17,365

Net Income

$29,322

Net Assets

$367,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$30,464	65.3%
Sales of Assets	$16,222	34.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,505	77.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$367,198
Total Liabilities	$0
Net Assets	$367,198

Compensation

Key Employees and Officers	Compensation	Other
Dr Carol Drake Md (Found. Mgr.)	$0	$0
Dr Louis Burgher (Board Member)	$0	$0
Dr Chelsea Chesen (Board Member)	$0	$0
Dr Richard Forsman (Board Member)	$0	$0
Dr Brett Kettelhut (Board Member)	$0	$0
Dr William Palmer (Board Member)	$0	$0
Dr Robert Stratbucker (Board Member)	$0	$0
Dr Dennis Strauss (Board Member)	$0	$0
Dr Mark Wilson (Board Member)	$0	$0
Dr Ginny Ripley (Board Member)	$0	$0
Dr Richard Osterholm (Board Member)	$0	$0
Dr Edward Chartrand (Board Member)	$0	$0
Dr Bill Palmer (Board Member)	$0	$0

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990-PF

Filed on Sept. 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$29,938

Expenses

$16,649

Net Income

$13,289

Net Assets

$337,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$17,559	58.7%
Sales of Assets	$12,378	41.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,660	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$337,876
Total Liabilities	$0
Net Assets	$337,876

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2013

Revenue

-$1,206

Expenses

$15,823

Net Income

-$17,029

Net Assets

$324,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1
Dividends	$12,557
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,155	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,587
Total Liabilities	$0
Net Assets	$324,587

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Revenue

$5,152

Expenses

$20,358

Net Income

-$15,206

Net Assets

$341,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,146	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,766	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$341,616
Total Liabilities	$0
Net Assets	$341,616

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending May
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Iota Benefit Assn Louis W Burgher Md

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $32.7k (2025)

Expenses $23.1k (2025)

Total Assets $349k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$32.7k (2025)

Expenses

$23.1k (2025)

Total Assets

$349k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

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2022

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2021

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2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

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2010

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2009

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2008

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2007

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2005

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2002