Totals
- Total revenue
- $91,600
- Total expenses
- $144,566
- Contributions and grants received
- $34,348
- Grants paid
- $0
- Program service revenue
- $57,246
- Investment income
- $6
- Other revenue
- $0
- Total assets, end of year
- $1,276,031
- Total liabilities, end of year
- $38,000
- Net assets or fund balances, end of year
- $1,238,031
- Program services expenses (Part IX)
- $114,986
- Management and general expenses
- $29,580
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $114,986
Program services were 79.5% 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.
-
1e · Government grants (contributions)
$34,348
-
2a · Program service revenue: RENTAL REVENUE
total $48,178 · related or exempt $48,178
-
2b · Program service revenue: OTHER REVENUE
total $9,068 · related or exempt $9,068
-
3 · Investment income
total $6 · excluded $6
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $12,379 · program services $11,492 · management and general $887
-
8 · Pension plan contributions
total $619 · program services $575 · management and general $44
-
9 · Other employee benefits
total $1,606 · program services $1,491 · management and general $115
-
10 · Payroll taxes
total $947 · program services $879 · management and general $68
-
11a · Fees: management
total $5,354 · management and general $5,354
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $7,507 · management and general $7,507
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $5,427 · management and general $5,427
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $9,365 · management and general $9,365
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $43,706 · program services $43,706
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $750 · management and general $750
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $49,967 · program services $49,967
-
23 · Insurance
total $6,876 · program services $6,876
-
24a · Other expenses: LICENSES, DUES, SUBSCRIPTIONS
total $63 · management and general $63
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,058 · end of year $21,525
-
2 · Savings and temporary cash investments
beginning of year $50,579 · end of year $47,595
-
3 · Pledges and grants receivable
beginning of year $3 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $433
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $2,687 · end of year $1,946
-
10a · Land, buildings and equipment: cost or other basis
$1,792,520
-
10b · Land, buildings and equipment: accumulated depreciation
$587,988
-
10c · Land, buildings and equipment, net
beginning of year $1,246,270 · end of year $1,204,532
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $8,752 · end of year $5,100
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $15,848 · end of year $32,900
-
27 · Net assets without donor restrictions
beginning of year $1,290,997 · end of year $1,238,031
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
PROVIDE HOUSING AND EDUCATIONAL SERVICES FOR CHRONICALLY MENTALLY ILL ADULTS ON A CHARITABLE BASIS.
Activities or mission (Part I)
BHS PROVIDES HOUSING AND EDUCATIONAL SERVICES FOR CHRONICALLY MENTALLY ILL ADULTS THROUGH A LOW-INCOME APARTMENT COMPLEX FOR DISABLED PERSONS IN SPRINGFIELD, MISSOURI.
-
BURRELL HOUSING SPRINGFIELD (BHS), WHICH OPENED IN JULY 2011, OPERATES A 14-UNIT, ONE-BEDROOM, LOW-INCOME APARTMENT COMPLEX FOR DISABLED PERSONS OVER 18 YEARS OF AGE LOCATED IN SPRINGFIELD, MISSOURI. IN ADDITION TO THE 14 ONE-BEDROOM UNITS, THE FACILITY INCLUDES A TWO-BEDROOM APARTMENT MANAGER UNIT. FINANCING FOR THE HOUSING UNITS IS PROVIDED PRIMARILY FROM THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). SPONSORED BY BURRELL, INC., A REGIONAL COMMUNITY MENTAL HEALTH CENTER INCORPORATED IN 1976, BHS PRIMARILY EARNS REVENUE BY PROVIDING A COMPREHENSIVE RANGE OF MENTAL HEALTH CARE AND SUBSTANCE ABUSE SERVICES IN CENTRAL AND SOUTHWEST MISSOURI.
Expenses $114,986 · Revenue $57,246
As filed on the 2022 return.
Listed in Part VII
-
Michael SchwendMICHAEL SCHWEND
PRESIDENT AND CEO - PFH
- Total calculated
- $1,008,082
- From this org
- $0
- From related orgs
- $737,965
- Other
- $270,117
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $499,323 related
- Bonus
- $0 + $197,839 related
- Other
- $0 + $40,803 related
- Deferred
- $0 + $222,154 related
- Nontaxable benefits
- $0 + $47,963 related
- Filer's total
- $0 + $1,008,082 related
-
Cj DavisCJ DAVIS
PRESIDENT AND CEO
- Total calculated
- $990,722
- From this org
- $0
- From related orgs
- $848,536
- Other
- $142,186
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $652,684 related
- Bonus
- $0 + $195,852 related
- Other
- $0
- Deferred
- $0 + $115,117 related
- Nontaxable benefits
- $0 + $27,069 related
- Filer's total
- $0 + $990,722 related
-
Garima SinghGARIMA SINGH
CHIEF MEDICAL OFFICER
- Total calculated
- $523,507
- From this org
- $0
- From related orgs
- $493,452
- Other
- $30,055
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $483,452 related
- Bonus
- $0 + $10,000 related
- Other
- $0
- Deferred
- $0 + $22,721 related
- Nontaxable benefits
- $0 + $7,334 related
- Filer's total
- $0 + $523,507 related
-
Jennifer GagnonJENNIFER GAGNON
CHIEF FINANCIAL OFFICER
- Total calculated
- $520,058
- From this org
- $0
- From related orgs
- $433,822
- Other
- $86,236
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $372,424 related
- Bonus
- $0 + $61,398 related
- Other
- $0
- Deferred
- $0 + $61,466 related
- Nontaxable benefits
- $0 + $24,770 related
- Filer's total
- $0 + $520,058 related
-
Thomas WeberTHOMAS WEBER
CHIEF ADMINISTRATION OFFICER
- Total calculated
- $466,885
- From this org
- $0
- From related orgs
- $378,258
- Other
- $88,627
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $347,535 related
- Bonus
- $0 + $27,525 related
- Other
- $0 + $3,198 related
- Deferred
- $0 + $59,258 related
- Nontaxable benefits
- $0 + $29,369 related
- Filer's total
- $0 + $466,885 related
-
Adam AndreassenADAM ANDREASSEN
CHEIF OPERATING OFFICER
- Total calculated
- $466,058
- From this org
- $0
- From related orgs
- $381,153
- Other
- $84,905
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $325,329 related
- Bonus
- $0 + $55,824 related
- Other
- $0
- Deferred
- $0 + $56,986 related
- Nontaxable benefits
- $0 + $27,919 related
- Filer's total
- $0 + $466,058 related
-
Andrew SchwendANDREW SCHWEND
CHIEF STRATEGY OFFICER
- Total calculated
- $378,838
- From this org
- $0
- From related orgs
- $299,745
- Other
- $79,093
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $276,747 related
- Bonus
- $0 + $22,050 related
- Other
- $0 + $948 related
- Deferred
- $0 + $52,098 related
- Nontaxable benefits
- $0 + $26,995 related
- Filer's total
- $0 + $378,838 related
-
Stacey HudsonSTACEY HUDSON
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $340,838
- From this org
- $0
- From related orgs
- $267,417
- Other
- $73,421
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $244,506 related
- Bonus
- $0 + $20,850 related
- Other
- $0 + $2,061 related
- Deferred
- $0 + $46,458 related
- Nontaxable benefits
- $0 + $26,963 related
- Filer's total
- $0 + $340,838 related
-
Alex HensonALEX HENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Brooke O'ReillyBROOKE O'REILLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Hal HidgonHAL HIDGON
CHAIR/SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Nick SandersNICK SANDERS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Paul WilliamsPAUL WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Phyllis WolframPHYLLIS WOLFRAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Sandra KinseySANDRA KINSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Stacye SmithSTACYE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Steve EdwardsSTEVE EDWARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Toniann RichardTONIANN RICHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Weldon WebbWELDON WEBB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Harry ChapinHARRY CHAPIN
DIRECTOR BEG 04/23
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Krisi SchellKRISI SCHELL
DIRECTOR BEG 09/22
- Total calculated
- $0
- Hours/week
- 1 + 3 related
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 3
- CEO COMPENSATION: BURRELL-PREFERRED, INC., A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO: -INDEPENDENT COMPENSATION CONSULTANT -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- SCHEDULE J, PART I, LINE 4B
- NONQUALIFIED RETIREMENT PLAN: BURRELL-PREFERRED INC., A RELATED ORGANIZATION, CONTRIBUTED TO THE FOLLOWING EMPLOYEES' 457(F) PLANS: - MICHAEL SCHWEND $200,000 - C.J. DAVIS $ 92,520 - JENNIFER GAGNON $ 38,600 - THOMAS WEBER $ 36,700 - ADAM ANDREASSEN $ 34,100 - ANDREW SCHWEND $ 29,400 - STACEY HUDSON $ 25,800
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.
-
501(C)(3) · BEHAVRL HLTH · MO
Directly controlled by NA
-
BURRELL HOUSING OPTIONS CORPORATION
501(C)(3) · HUD HOUSING · MO
Directly controlled by BURRELL INC
-
501(C)(3) · SUPPORT · MO
Directly controlled by BURRELL INC
-
501(C)(3) · COUNSELING · AR
Directly controlled by BURRELL INC
-
COMPREHENSIVE MENTAL HEALTH SERVICES FDN
501(C)(3) · SUPPORT · MO
Directly controlled by BURRELL INC
-
INDEPENDENT RESIDENTIAL SERVICES
501(C)(3) · HOUSING · MO
Directly controlled by BURRELL INC
-
501(C)(3) · SUPPORT · MO
Directly controlled by BURRELL INC
-
GOOD SHEPHERD MANOR HOUSING CORPORATION
501(C)(3) · HUD HOUSING · MO
Directly controlled by PFH INC
-
GOOD SHEPERD VILLAGE HOUSING CORPORATION
501(C)(3) · HUD HOUSING · MO
Directly controlled by PFH INC
-
PREFERRED FAMILY HEALTHCARE INC
501(C)(3) · HEALTHCARE · MO
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
EDENTON RIDGE APARTMENTS LP
RELATED · HOUSING · MO
Directly controlled by BURRELL INC
-
JAMES PLACE MANAGEMENT LLC
RELATED · HOUSING · MO
Directly controlled by BURRELL INC
-
CALLYN HEIGHTS APARTMENTS LP
RELATED · LOW INCOME HOUSIN · MO
Directly controlled by CH LLC
-
CHLOE PLACE APARTMENTS LP
RELATED · LOW INCOME HOUSIN · MO
Directly controlled by CP LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CALLYN HEIGHTS LLC
C CORP · HOUSING · MO
Directly controlled by PFH INC
-
CHLOE PLACE LLC
C CORP · HOUSING · MO
Directly controlled by PFH INC
-
2GETHERTECH INC
S CORP · ASSISTIVE TECH · MO
Directly controlled by PFH INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 20 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202441369349302929
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