Totals
- Total revenue
- $12,216,377
- Total expenses
- $12,216,006
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $12,204,763
- Investment income
- $11,614
- Other revenue
- $0
- Total assets, end of year
- $36,738,837
- Total liabilities, end of year
- $10,462,305
- Net assets or fund balances, end of year
- $26,276,532
- Program services expenses (Part IX)
- $9,037,933
- Management and general expenses
- $3,178,073
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,037,933
Program services were 74.0% 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.
-
2a · Program service revenue: MANAGEMENT FEE INCOME
total $12,202,907 · related or exempt $12,202,907
-
2b · Program service revenue: OTHER REVENUE
total $1,856 · related or exempt $1,856
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $11,614 · excluded $11,614
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $4,853,221 · program services $4,168,001 · management and general $685,220
-
7 · Other salaries and wages
total $352,910 · program services $299,211 · management and general $53,699
-
8 · Pension plan contributions
total $9,505 · management and general $9,505
-
10 · Payroll taxes
total $180,644 · program services $152,050 · management and general $28,594
-
11b · Fees: legal
total $161,540 · management and general $161,540
-
11c · Fees: accounting
total $270,305 · management and general $270,305
-
11g · Fees: other
total $556,233 · program services $384,415 · management and general $171,818 · fundraising $0
-
12 · Advertising and promotion
total $112,012 · program services $77,412 · management and general $34,600
-
13 · Office expenses
total $99,055 · program services $68,457 · management and general $30,598
-
14 · Information technology
total $1,065,033 · program services $736,049 · management and general $328,984
-
16 · Occupancy
total $645 · program services $446 · management and general $199
-
17 · Travel
total $191,064 · program services $132,045 · management and general $59,019
-
19 · Conferences, conventions and meetings
total $36,599 · program services $25,294 · management and general $11,305
-
20 · Interest
total $925 · program services $259 · management and general $666
-
22 · Depreciation, depletion and amortization
total $64,477 · program services $48,922 · management and general $15,555
-
23 · Insurance
total $4,232,151 · program services $2,924,856 · management and general $1,307,295
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $24,612 · program services $17,009 · management and general $7,603
-
24b · Other expenses: RECRUITING AND RETENTION
total $5,075 · program services $3,507 · management and general $1,568
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,169,739 · end of year $9,297
-
2 · Savings and temporary cash investments
beginning of year $392,716 · end of year $759,596
-
4 · Accounts receivable
end of year $164,520
-
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
end of year $2,000,000
-
9 · Prepaid expenses and deferred charges
beginning of year $673,417 · end of year $1,963,473
-
10a · Land, buildings and equipment: cost or other basis
$423,473
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $423,473
-
11 · Investments: publicly traded securities
beginning of year $2,582,289 · end of year $3,899,305
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $26,276,161
-
15 · Other assets
beginning of year $0 · end of year $1,243,012
-
17 · Accounts payable and accrued expenses
beginning of year $4,072,216 · end of year $5,679,318
-
19 · Deferred revenue
beginning of year $404,205 · end of year $3,541,075
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $341,740 · end of year $1,241,912
-
27 · Net assets without donor restrictions
end of year $26,276,532
Mission and programs · 2023
Mission
BURRELL-PREFERRED, INC IS THE MEMBER OF TWO ORGANIZATIONS THAT PREVIOUSLY DIRECTED OPERATIONS FOR SEPARATE HEALTH CARE SYSTEMS, BURRELL, INC AND PREFERRED FAMILY HEALTHCARE. SEE SCHEDULE O FOR ADDITIONAL DETAILS.
Activities or mission (Part I)
THE ORGANIZATION'S PRIMARY FUNCTION IS TO PROVIDE GOVERNANCE, LEADERSHIP, AND OTHER SIMILAR SUPPORT FOR TAX-EXEMPT RELATED ENTITIES.
-
PROVIDING OVERALL COORDINATION FOR RELATED TAX-EXEMPT ORGANIZATIONS WITHIN THE SYSTEM IN SUCH MATTERS AS APPROVING BUDGETS, STRATEGIC PLANNING, MARKETING, ALLOCATING RESOURCES, SECURING TAX-EXEMPT BOND FINANCING, AND PROVIDING COMMUNITY EDUCATION.
Expenses $9,037,933 · Revenue $12,204,763
As filed on the 2023 return.
Listed in Part VII
-
Nick SandersNICK SANDERS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Paul WilliamsPAUL WILLIAMS
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Robert BerryROBERT BERRY
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Anthony HendersonANTHONY HENDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Don CrosbyDON CROSBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elphanie SwiftELPHANIE SWIFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Hal HigdonHAL HIGDON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Phyllis WolframPHYLLIS WOLFRAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Sandra KinseySANDRA KINSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 7 related
-
Tom GauntTOM GAUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Adam AndreassenADAM ANDREASSEN
CHIEF OPERATING OFFICER END 11/23
- Total calculated
- $412,503
- From this org
- $338,470
- From related orgs
- $0
- Other
- $74,033
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $292,577
- Bonus
- $41,943
- Other
- $3,950
- Deferred
- $50,600
- Nontaxable benefits
- $23,433
- Filer's total
- $412,503
-
Andrew SchwendANDREW SCHWEND
CHIEF STRATEGY OFFICER
- Total calculated
- $435,885
- From this org
- $328,720
- From related orgs
- $0
- Other
- $107,165
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $291,586
- Bonus
- $36,162
- Other
- $972
- Deferred
- $80,280
- Nontaxable benefits
- $26,885
- Filer's total
- $435,885
-
Cj DavisCJ DAVIS
PRESIDENT AND CEO
- Total calculated
- $1,153,472
- From this org
- $893,047
- From related orgs
- $0
- Other
- $260,425
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $702,324
- Bonus
- $187,700
- Other
- $3,023
- Deferred
- $231,540
- Nontaxable benefits
- $28,885
- Filer's total
- $1,153,472
-
Garima SinghGARIMA SINGH
CHIEF MEDICAL OFFICER
- Total calculated
- $531,362
- From this org
- $504,448
- From related orgs
- $0
- Other
- $26,914
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $493,908
- Bonus
- $10,000
- Other
- $540
- Deferred
- $16,500
- Nontaxable benefits
- $10,414
- Filer's total
- $531,362
-
Jennifer GagnonJENNIFER GAGNON
CHIEF FINANCIAL OFFICER
- Total calculated
- $568,258
- From this org
- $439,519
- From related orgs
- $0
- Other
- $128,739
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $389,209
- Bonus
- $47,478
- Other
- $2,832
- Deferred
- $99,057
- Nontaxable benefits
- $29,682
- Filer's total
- $568,258
-
Michael SchwendMICHAEL SCHWEND
PRESIDENT AND CEO - PFH
- Total calculated
- $1,276,468
- From this org
- $828,703
- From related orgs
- $0
- Other
- $447,765
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $539,577
- Bonus
- $282,276
- Other
- $6,850
- Deferred
- $416,500
- Nontaxable benefits
- $31,265
- Filer's total
- $1,276,468
-
Stacey HudsonSTACEY HUDSON
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $397,742
- From this org
- $296,488
- From related orgs
- $0
- Other
- $101,254
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $261,433
- Bonus
- $31,734
- Other
- $3,321
- Deferred
- $73,239
- Nontaxable benefits
- $28,015
- Filer's total
- $397,742
-
Thomas WeberTHOMAS WEBER
CHIEF ADMINISTRATIVE OFFICER
- Total calculated
- $541,431
- From this org
- $417,258
- From related orgs
- $0
- Other
- $124,173
- Hours/week
- 40 + 13 related
Schedule J breakdown matched by us
- Base
- $369,484
- Bonus
- $45,141
- Other
- $2,633
- Deferred
- $97,610
- Nontaxable benefits
- $26,563
- Filer's total
- $541,431
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
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
- 7 · Other non-fixed payments
- 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 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.
-
501(c)(3) · COUNSELING · MO
Directly controlled by NA
-
BURRELL HOUSING OPTIONS CORPORATION
501(c)(3) · HUD HOUSING · MO
Directly controlled by BURRELL INC
-
BURRELL HOUSING OF SPRINGFIELD
501(c)(3) · HUD HOUSING · MO
Directly controlled by BURRELL INC
-
501(c)(3) · SUPPORT · MO
Directly controlled by BURRELL INC
-
INDEPENDENT RESIDENTIAL SERVICES
501(c)(3) · HOUSING · MO
Directly controlled by BURRELL INC
-
COMPREHENSIVE MENTAL HEALTH SERVICES FDN
501(c)(3) · SUPPORT · MO
Directly controlled by BURRELL INC
-
501(c)(3) · COUNSELING · AR
Directly controlled by BURRELL INC
-
GOOD SHEPHERD MANOR HOUSING CORPORATION
501(c)(3) · HUD HOUSING · MO
Directly controlled by PFH INC
-
GOOD SHEPHERD 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
-
SOUTHEAST MISSOURI BEHAVIORAL HEALTH INC
501(c)(3) · COUNSELING · MO · controlled entity
Directly controlled by BURRELL-PREFERRED INC
-
501(c)(3) · HEALTHCARE · IN · controlled entity
Directly controlled by BURRELL-PREFERRED INC
-
SUPPORTED LIVING AND EMPLOYMENT SERVICES INC
501(c)(3) · SUPPORTED LIVING · MO · controlled entity
Directly controlled by BURRELL-PREFERRED INC
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.
-
ACQUISITION · IN · income $0 · assets $0
Directly controlled by BURRELL-PREFERRED INC
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 HOUSING · MO
Directly controlled by CH LLC
-
CHLOE PLACE APARTMENTS LP
Related · LOW INCOME HOUSING · MO
Directly controlled by CP LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CALLYN HEIGHTS LLC
C Corporation · HOUSING · MO
Directly controlled by PFH INC
-
CHLOE PLACE LLC
C Corporation · HOUSING · MO
Directly controlled by PFH INC
-
2GETHERTECH INC
S Corporation · ASSISTIVE TECH · MO
Directly controlled by PFH INC
-
ADULT & CHILD RESIDENTIAL PROPERTIES LLC
C Corporation · RESIDENTIAL RENTAL PROPERTY · IN
Directly controlled by ADULT & CHIILD HEALTH INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521289349301952
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