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Nonprofiteer
← BURRELL HOUSING SPRINGFIELD

Form 990 for tax year 2023

Filed by BURRELL HOUSING SPRINGFIELD.

Totals

Total revenue
$92,059
Total expenses
$144,080
Contributions and grants received
$34,319
Grants paid
$0
Program service revenue
$57,737
Investment income
$3
Other revenue
$0
Total assets, end of year
$1,222,595
Total liabilities, end of year
$36,585
Net assets or fund balances, end of year
$1,186,010
Program services expenses (Part IX)
$114,083
Management and general expenses
$29,997
Fundraising expenses
$0
Program service expenses (Part III)
$114,083

Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HAL HIGDON

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • NICK SANDERS

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • SANDRA KINSEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • ALEX HENSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • BROOKE O'REILLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • HARRY CHAPIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • KRISI SCHELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • PAUL WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • PHYLLIS WOLFRAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • STACYE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • STEVE EDWARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • TONIANN RICHARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • WELDON WEBB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • ADAM ANDREASSEN

    CHIEF OPERATING OFFICER END 11/23

    Total calculated
    $412,503
    From this org
    $0
    From related orgs
    $338,470
    Other
    $74,033
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,577 related
    Bonus
    $0 + $41,943 related
    Other
    $0 + $3,950 related
    Deferred
    $0 + $50,600 related
    Nontaxable benefits
    $0 + $23,433 related
    Filer's total
    $0 + $412,503 related

  • ANDREW SCHWEND

    CHIEF STRATEGY OFFICER

    Total calculated
    $435,885
    From this org
    $0
    From related orgs
    $328,720
    Other
    $107,165
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,586 related
    Bonus
    $0 + $36,162 related
    Other
    $0 + $972 related
    Deferred
    $0 + $80,280 related
    Nontaxable benefits
    $0 + $26,885 related
    Filer's total
    $0 + $435,885 related

  • CJ DAVIS

    PRESIDENT AND CEO

    Total calculated
    $1,153,472
    From this org
    $0
    From related orgs
    $893,047
    Other
    $260,425
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,324 related
    Bonus
    $0 + $187,700 related
    Other
    $0 + $3,023 related
    Deferred
    $0 + $231,540 related
    Nontaxable benefits
    $0 + $28,885 related
    Filer's total
    $0 + $1,153,472 related

  • GARIMA SINGH

    CHIEF MEDICAL OFFICER

    Total calculated
    $531,362
    From this org
    $0
    From related orgs
    $504,448
    Other
    $26,914
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,908 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $540 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $10,414 related
    Filer's total
    $0 + $531,362 related

  • JENNIFER GAGNON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $568,258
    From this org
    $0
    From related orgs
    $439,519
    Other
    $128,739
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,209 related
    Bonus
    $0 + $47,478 related
    Other
    $0 + $2,832 related
    Deferred
    $0 + $99,057 related
    Nontaxable benefits
    $0 + $29,682 related
    Filer's total
    $0 + $568,258 related

  • MICHAEL SCHWEND

    PRESIDENT AND CEO - PFH

    Total calculated
    $1,276,468
    From this org
    $0
    From related orgs
    $828,703
    Other
    $447,765
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,577 related
    Bonus
    $0 + $282,276 related
    Other
    $0 + $6,850 related
    Deferred
    $0 + $416,500 related
    Nontaxable benefits
    $0 + $31,265 related
    Filer's total
    $0 + $1,276,468 related

  • STACEY HUDSON

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $397,742
    From this org
    $0
    From related orgs
    $296,488
    Other
    $101,254
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,433 related
    Bonus
    $0 + $31,734 related
    Other
    $0 + $3,321 related
    Deferred
    $0 + $73,239 related
    Nontaxable benefits
    $0 + $28,015 related
    Filer's total
    $0 + $397,742 related

  • THOMAS WEBER

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $541,431
    From this org
    $0
    From related orgs
    $417,258
    Other
    $124,173
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $369,484 related
    Bonus
    $0 + $45,141 related
    Other
    $0 + $2,633 related
    Deferred
    $0 + $97,610 related
    Nontaxable benefits
    $0 + $26,563 related
    Filer's total
    $0 + $541,431 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 Arrangement used to establish the top management official's compensation
BURRELL-PREFERRED, INC., A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO C.J. Davis: -INDEPENDENT COMPENSATION CONSULTANT -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS RECEIVED ANNUAL CONTRIBUTIONS TO THEIR 457(F) PLAN FROM BURRELL-PREFERRED INC., A RELATED ORGANIZATION: - MICHAEL SCHWEND $200,000 - C.J. DAVIS $107,520 - JENNIFER GAGNON $45,290 - THOMAS WEBER $44,410 - ADAM ANDREASSEN $34,100 - ANDREW SCHWEND $34,380 - STACEY HUDSON $32,300 THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (C) INCLUDED THE 2024 CONTRIBUTIONS DUE TO THE TIMING OF CONTRIBUTIONS.

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202521279349302582

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