Totals
- Total revenue
- $211,098,693
- Total expenses
- $192,761,325
- Contributions and grants received
- $13,004,514
- Grants paid
- $169,098
- Program service revenue
- $194,839,361
- Investment income
- $3,254,818
- Other revenue
- $0
- Total assets, end of year
- $177,427,414
- Total liabilities, end of year
- $19,211,683
- Net assets or fund balances, end of year
- $158,215,731
- Program services expenses (Part IX)
- $183,424,658
- Management and general expenses
- $9,336,667
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $183,424,658
Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MICHAEL 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 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
-
REX TABER
PSYCHIATRIST
- Total calculated
- $731,163
- From this org
- $696,913
- From related orgs
- $0
- Other
- $34,250
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $686,913
- Bonus
- $10,000
- Other
- $0
- Deferred
- $23,150
- Nontaxable benefits
- $11,100
- Filer's total
- $731,163
-
GARIMA 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 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
-
KRISHNENDU GHOSH
PSYCHIATRIST
- Total calculated
- $507,335
- From this org
- $483,185
- From related orgs
- $0
- Other
- $24,150
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $473,185
- Bonus
- $10,000
- Other
- $0
- Deferred
- $23,150
- Nontaxable benefits
- $1,000
- Filer's total
- $507,335
-
THOMAS 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 ANDREASSEN
CHIEF 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
-
KENNETH FATTMAN
PSYCHIATRIST
- Total calculated
- $407,176
- From this org
- $369,363
- From related orgs
- $0
- Other
- $37,813
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $359,363
- Bonus
- $10,000
- Other
- $0
- Deferred
- $23,150
- Nontaxable benefits
- $14,663
- Filer's total
- $407,176
-
PRATIBHA AGARWAL
PSYCHIATRIST
- Total calculated
- $404,522
- From this org
- $352,615
- From related orgs
- $0
- Other
- $51,907
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $342,615
- Bonus
- $10,000
- Other
- $0
- Deferred
- $23,150
- Nontaxable benefits
- $28,757
- Filer's total
- $404,522
-
ANDREW 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
-
ASIF CHOUDHARY
PSYCHIATRIST
- Total calculated
- $357,180
- From this org
- $357,180
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $357,180
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $357,180
-
STACEY 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 HENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
BROOKE O'REILLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
HAL HIGDON
CHAIR/SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
NICK SANDERS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
PAUL WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
PHYLLIS WOLFRAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
SANDRA KINSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
STACYE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
STEVE EDWARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
TONIANN RICHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
WELDON WEBB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
HARRY CHAPIN
DIRECTOR BEG 04/23
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
KRISI 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
- 7 · Other non-fixed payments
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
- 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 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
- 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
- SCHEDULE J, PART I, LINE 7
- NON-FIXED PAYMENTS: THE ORGANIZATION PROVIDED COMPANY-WIDE BONUSES TO OTHER EMPLOYEES.
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
-
MISSOURI STATE UNIVERSITY FOUNDATION
$150,000
SUPPORT
-
$14,000
SUPPORT
-
SUPPORT
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.
-
BURRELL HOUSING OPTIONS CORPORATION
501(C)(3) · HUD HOUSING · MO · controlled entity
Directly controlled by BURRELL INC
-
BURRELL HOUSING OF SPRINGFIELD
501(C)(3) · HUD HOUSING · MO · controlled entity
Directly controlled by BURRELL INC
-
501(C)(3) · SUPPORT · MO · controlled entity
Directly controlled by BURRELL INC
-
INDEPENDENT RESIDENTIAL SERVICES
501(C)(3) · HOUSING · MO · controlled entity
Directly controlled by BURRELL INC
-
501(C)(3) · SUPPORT · MO · controlled entity
Directly controlled by BURRELL INC
-
COMPREHENSIVE MENTAL HEALTH SERVICES FDN
501(C)(3) · SUPPORT · MO · controlled entity
Directly controlled by BURRELL INC
-
501(C)(3) · COUNSELING · AR · controlled entity
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
EDENTON RIDGE DEVELOPMENT CO LLC
HOUSING DEVEL · MO · assets $100
Directly controlled by BURRELL INC
-
GENERAL PA · MO · assets $14,880
Directly controlled by BURRELL INC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RELATED · HOUSING · MO · 0.01% owned · share of income -$16 · share of assets $396,718 · general or managing partner
Directly controlled by BURRELL INC
-
RELATED · HOUSING · MO · 10% owned · share of income -$2 · share of assets $2,973 · general or managing partner
Directly controlled by BURRELL INC
-
RELATED · LOW INCOME HOUSIN · MO
Directly controlled by CH LLC
-
RELATED · LOW INCOME HOUSIN · MO
Directly controlled by CP LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C CORP · HOUSING · MO
Directly controlled by PFH INC
-
C CORP · HOUSING · MO
Directly controlled by PFH 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
- 202421369349302497
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