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Nonprofiteer
← BURRELL-PREFERRED INC

Form 990 for tax year 2024

Filed by BURRELL-PREFERRED INC.

Totals

Total revenue
$71,422,083
Total expenses
$71,422,452
Contributions and grants received
$0
Grants paid
$50,000
Program service revenue
$70,915,841
Investment income
$506,242
Other revenue
$0
Total assets, end of year
$76,604,517
Total liabilities, end of year
$32,243,060
Net assets or fund balances, end of year
$44,361,457
Program services expenses (Part IX)
$57,347,218
Management and general expenses
$14,075,234
Fundraising expenses
$0
Program service expenses (Part III)
$57,347,218

Program services were 80.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NICK SANDERS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • PAUL WILLIAMS

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • ROBERT BERRY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANTHONY HENDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DONALD CROSBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ELPHANIE SWIFT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • HAL HIGDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • PAUL DEAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PHYLLIS WOLFRAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • SANDRA KINSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • TOM GAUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANDREW SCHWEND

    CHIEF STRATEGY OFFICER

    Total calculated
    $469,559
    From this org
    $382,213
    From related orgs
    $0
    Other
    $87,346
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $323,052
    Bonus
    $35,380
    Other
    $23,781
    Deferred
    $54,153
    Nontaxable benefits
    $33,193
    Filer's total
    $469,559

  • CJ DAVIS

    PRESIDENT AND CEO

    Total calculated
    $1,276,961
    From this org
    $1,120,194
    From related orgs
    $0
    Other
    $156,767
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $858,463
    Bonus
    $228,500
    Other
    $33,231
    Deferred
    $124,770
    Nontaxable benefits
    $31,997
    Filer's total
    $1,276,961

  • GARIMA SINGH

    CHIEF MEDICAL OFFICER

    Total calculated
    $566,416
    From this org
    $509,040
    From related orgs
    $0
    Other
    $57,376
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $499,200
    Bonus
    $9,300
    Other
    $540
    Deferred
    $42,250
    Nontaxable benefits
    $15,126
    Filer's total
    $566,416

  • JENNIFER GAGNON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $622,275
    From this org
    $523,920
    From related orgs
    $0
    Other
    $98,355
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $426,370
    Bonus
    $63,180
    Other
    $34,370
    Deferred
    $65,864
    Nontaxable benefits
    $32,491
    Filer's total
    $622,275

  • MICHAEL SCHWEND

    PRESIDENT AND CEO - PFH

    Total calculated
    $1,017,877
    From this org
    $764,634
    From related orgs
    $0
    Other
    $253,243
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $521,444
    Bonus
    $213,966
    Other
    $29,224
    Deferred
    $217,250
    Nontaxable benefits
    $35,993
    Filer's total
    $1,017,877

  • STACEY HUDSON

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $456,621
    From this org
    $371,708
    From related orgs
    $0
    Other
    $84,913
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $303,299
    Bonus
    $45,059
    Other
    $23,350
    Deferred
    $51,920
    Nontaxable benefits
    $32,993
    Filer's total
    $456,621

  • THOMAS WEBER

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $612,993
    From this org
    $507,790
    From related orgs
    $0
    Other
    $105,203
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $447,684
    Bonus
    $36,100
    Other
    $24,006
    Deferred
    $69,686
    Nontaxable benefits
    $35,517
    Filer's total
    $612,993

  • CELESTA HARTGRAVES

    PRESIDENT, FIREFLY

    Total calculated
    $270,135
    From this org
    $258,537
    From related orgs
    $0
    Other
    $11,598
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,827
    Bonus
    $31,388
    Other
    $2,322
    Deferred
    $10,577
    Nontaxable benefits
    $1,021
    Filer's total
    $270,135

  • CLAY GODDARD

    PRESIDENT, SOUTHWEST REGION

    Total calculated
    $305,984
    From this org
    $284,266
    From related orgs
    $0
    Other
    $21,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,333
    Bonus
    $34,422
    Other
    $2,511
    Deferred
    $12,259
    Nontaxable benefits
    $9,459
    Filer's total
    $305,984

  • JENNIFER WILSON

    VICE PRESIDENT OF HUMAN RESOURCES

    Total calculated
    $225,392
    From this org
    $210,719
    From related orgs
    $0
    Other
    $14,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,457
    Bonus
    $5,000
    Other
    $262
    Deferred
    $4,871
    Nontaxable benefits
    $9,802
    Filer's total
    $225,392

  • RYAN EDWARDS

    CHIEF OPERATING OFFICER, FIREFLY

    Total calculated
    $217,374
    From this org
    $174,452
    From related orgs
    $0
    Other
    $42,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,819
    Bonus
    $20,925
    Other
    $2,708
    Deferred
    $9,136
    Nontaxable benefits
    $33,786
    Filer's total
    $217,374

  • TONY HILKIN

    PRESIDENT, GREATER ST. LOUIS

    Total calculated
    $233,743
    From this org
    $222,582
    From related orgs
    $0
    Other
    $11,161
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,961
    Bonus
    $0
    Other
    $621
    Deferred
    $6,147
    Nontaxable benefits
    $5,014
    Filer's total
    $233,743

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

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
SOCIAL CLUB DUES WERE PROVIDED FOR C.J. DAVIS AND TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS RECEIVED ANNUAL CONTRIBUTIONS TO THEIR 457(F) PLAN: - MICHAEL SCHWEND $200,000 - C.J. DAVIS $107,520 - JENNIFER GAGNON $48,614 - THOMAS WEBER $52,436 - ANDREW SCHWEND $36,903 - STACEY HUDSON $34,670 - GARIMA SINGH $25,000
Schedule J, Part I, Line 7 Non-fixed payments
THE ORGANIZATION PROVIDES BONUS COMPENSATION TO TEAM MEMBERS FOR BOTH DISCRETIONARY AND NONDISCRETIONARY REASONS. DISCRETIONARY BONUSES MAY BE AWARDED AT THE ORGANIZATION'S SOLE DISCRETION AND ARE NOT GUARANTEED. THESE BONUSES ARE INTENDED TO RECOGNIZE TEAM MEMBERS WHO DEMONSTRATE EXEMPLARY PERFORMANCE AT A PARTICULAR TIME. NONDISCRETIONARY BONUSES ARE PROMISED OR ANNOUNCED IN ADVANCE AND ARE GUARANTEED TO INDIVIDUALS OR TEAMS WHO MEET ESTABLISHED PERFORMANCE OR TARGET BASED CRITERIA.

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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
2024
Filed
8 May 2026
IRS schema version
2024v5.1
Source object
202601289349303815

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