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Nonprofiteer
← PREFERRED FAMILY HEALTHCARE INC

Form 990 for tax year 2023

Filed by PREFERRED FAMILY HEALTHCARE INC.

Totals

Total revenue
$177,511,818
Total expenses
$165,434,404
Contributions and grants received
$19,094,553
Grants paid
$5,000
Program service revenue
$157,085,549
Investment income
$474,781
Other revenue
$856,935
Total assets, end of year
$141,538,779
Total liabilities, end of year
$36,980,857
Net assets or fund balances, end of year
$104,557,922
Program services expenses (Part IX)
$139,099,325
Management and general expenses
$26,335,079
Fundraising expenses
$0
Program service expenses (Part III)
$139,099,325

Program services were 84.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANTHONY HENDERSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DONALD CROSBY

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LISA FAIRLEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROBERT BERRY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ELPHANIE SWIFT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JIM BERGMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JOHN JAY BENSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • SHARON BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • STANLEY MELTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 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

  • CORI PUTZ

    EVP, RECOVERY

    Total calculated
    $230,336
    From this org
    $207,405
    From related orgs
    $0
    Other
    $22,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,937
    Bonus
    $14,350
    Other
    $1,118
    Deferred
    $10,300
    Nontaxable benefits
    $12,631
    Filer's total
    $230,336

  • MARK CONOVER

    CHIEF REVENUE OFFICER

    Total calculated
    $316,188
    From this org
    $269,419
    From related orgs
    $0
    Other
    $46,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,742
    Bonus
    $23,527
    Other
    $4,150
    Deferred
    $13,805
    Nontaxable benefits
    $32,964
    Filer's total
    $316,188

  • MENDIE SCHOELLER

    CHIEF COMPLIANCE AND ETHICS

    Total calculated
    $232,890
    From this org
    $215,250
    From related orgs
    $0
    Other
    $17,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,861
    Bonus
    $18,725
    Other
    $5,664
    Deferred
    $10,598
    Nontaxable benefits
    $7,042
    Filer's total
    $232,890

  • ALEENA HILGER

    DENTIST

    Total calculated
    $364,757
    From this org
    $316,081
    From related orgs
    $0
    Other
    $48,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,760
    Bonus
    $34,321
    Other
    $0
    Deferred
    $16,312
    Nontaxable benefits
    $32,364
    Filer's total
    $364,757

  • DANIEL ULRICH

    MEDICAL DIRECTOR

    Total calculated
    $508,682
    From this org
    $459,712
    From related orgs
    $0
    Other
    $48,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $449,712
    Bonus
    $10,000
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $32,470
    Filer's total
    $508,682

  • HERVEY MADDEN JR

    PHYSICIAN

    Total calculated
    $341,408
    From this org
    $313,615
    From related orgs
    $0
    Other
    $27,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,615
    Bonus
    $0
    Other
    $0
    Deferred
    $15,849
    Nontaxable benefits
    $11,944
    Filer's total
    $341,408

  • JOE SPALDING

    PHYSICIAN

    Total calculated
    $649,625
    From this org
    $598,867
    From related orgs
    $0
    Other
    $50,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $598,867
    Bonus
    $0
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $34,258
    Filer's total
    $649,625

  • KATARZYNA DERLUKIEWICZ

    PHYSICIAN

    Total calculated
    $386,044
    From this org
    $341,915
    From related orgs
    $0
    Other
    $44,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,915
    Bonus
    $0
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $27,629
    Filer's total
    $386,044

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 PRESIDENT AND 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.

Disregarded entities

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

  • PFH TRANSPORT LLC

    INACTIVE · MO · income $0 · assets $0

    Directly controlled by PREFERRED FAMILY HEALTHCARE

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CALLYN HEIGHTS APARTMENTS LP

    Related · LOW INCOME HOUSING · MO · 0.01% owned · share of income -$18 · share of assets $503,364 · general or managing partner

    Directly controlled by CALLYN HEIGHTS LLC

  • CHLOE PLACE APARTMENTS LP

    Related · LOW INCOME HOUSING · MO · 0.01% owned · share of income -$18 · share of assets $913,265 · general or managing partner

    Directly controlled by CHLOE PLACE LLC

  • EDENTON RIDGE APARTMENTS LP

    Related · HOUSING · MO

    Directly controlled by BURRELL INC

  • JAMES PLACE MANAGEMENT LLC

    Related · HOUSING · MO

    Directly controlled by BURRELL INC

Related corporations and trusts

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

  • CALLYN HEIGHTS APARTMENTS LLC

    C Corporation · HOUSING · MO · 100% owned · share of income $0 · share of assets $99,872 · controlled entity

    Directly controlled by PREFERRED FAMILY HEALTHCARE

  • CHLOE PLACE APARTMENTS LLC

    C Corporation · HOUSING · MO · 100% owned · share of income $0 · share of assets $170,106 · controlled entity

    Directly controlled by PREFERRED FAMILY HEALTHCARE

  • 2GETHERTECH INC

    S Corporation · ASSISTIVE TECH · MO · 83.32% owned · share of income $688,438 · share of assets $906,356 · controlled entity

    Directly controlled by PREFERRED FAMILY HEALTHCARE

  • ADULT & CHILD RESIDENTIAL PROPERTIES LLC

    C Corporation · RESIDENTIAL RENTAL PROPERTY · IN

    Directly controlled by ADULT & CHILD HEALTH INC

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349304092

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