2025-05-07T13:26:59+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 270592500 BURRELL HOUSING SPRINGFIELD BURR 4177615000 2885 WEST BATTLEFIELD SPRINGFIELD MO 65807 Jennifer Gagnon CFO 2025-05-07 true true Krystal Creach P01248198 4178658701 2025-05-07 2023 2025-03-06 01:10:19Z CJ DAVIS 2885 WEST BATTLEFIELD SPRINGFIELD MO 65807 92059 false X N/A X 2009 MO BHS PROVIDES HOUSING TO QUALIFIED ADULTS WITH MENTAL HEALTH CONDITIONS THROUGH A LOW-INCOME APARTMENT COMPLEX FOR DISABLED PERSONS IN SPRINGFIELD, MISSOURI. 13 13 0 13 0 0 34348 34319 57246 57737 6 3 0 0 91600 92059 0 0 0 0 15551 15865 0 0 0 129015 128215 144566 144080 -52966 -52021 1276031 1222595 38000 36585 1238031 1186010 TO PROVIDE LOW-INCOME HOUSING TO PERSONS WITH MENTAL HEALTH CONDITIONS/ DISABILITIES, ON A CHARITABLE BASIS. false false 114083 57737 BURRELL HOUSING SPRINGFIELD (BHS) PROVIDES HOUSING FOR QUALIFIED PERSONS WITH MENTAL HEALTH CONDITIONS/ DISABILITIES. BHS OPENED IN JULY 2011, AND OPERATES A 14 UNIT, ONE-BEDROOM, LOW-INCOME APARTMENT COMPLEX FOR DISABLED PERSONS OVER 18 YEARS OF AGE, LOCATED IN SPRINGFIELD, MISSOURI. IN ADDITION TO 14 ONE-BEDROOM APARTMENTS, THE FACILITY INCLUDES COMMON AREAS AND A MANAGER/CASE WORKER OFFICE SPACE. BHS IS REGULATED BY HUD, AND SPONSORED THROUGH COMMON BOARD MEMBERSHIP BY BURRELL, INC., A REGIONAL COMMUNITY MENTAL HEALTH CENTER INCORPORATED IN 1976. BHS'S REVENUE IS EARNED THROUGH RENTAL INCOME, LARGELY SUBSIDIZED BY SECTION 8 HOUSING ASSISTANCE PROGRAMS. A COMPREHENSIVE RANGE OF MENTAL HEALTH CARE AND SUBSTANCE ABUSE SERVICES, EDUCATION AND SUPPORT ARE OFFERED AND PROVIDED TO TENANTS BY BURRELL, INC. 114083 true true false false false false false false false true false false false true false true true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 1 0 true 0 false false false false false false false false false false false false X 13 13 true true false false false true true true true false false true true true true true true false false false X JENNIFER GAGNON 4177615000 2885 WEST BATTLEFIELD SPRINGFIELD MO 65807 HAL HIGDON SECRETARY/TREASURER 1.0 7.0 X X 0 0 0 NICK SANDERS CHAIR 1.0 7.0 X X 0 0 0 SANDRA KINSEY VICE CHAIR 1.0 7.0 X X 0 0 0 ALEX HENSON DIRECTOR 1.0 6.0 X 0 0 0 BROOKE O'REILLY DIRECTOR 1.0 6.0 X 0 0 0 HARRY CHAPIN DIRECTOR 1.0 6.0 X 0 0 0 KRISI SCHELL DIRECTOR 1.0 6.0 X 0 0 0 PAUL WILLIAMS DIRECTOR 1.0 7.0 X 0 0 0 PHYLLIS WOLFRAM DIRECTOR 1.0 7.0 X 0 0 0 STACYE SMITH DIRECTOR 1.0 6.0 X 0 0 0 STEVE EDWARDS DIRECTOR 1.0 6.0 X 0 0 0 TONIANN RICHARD DIRECTOR 1.0 6.0 X 0 0 0 WELDON WEBB DIRECTOR 1.0 6.0 X 0 0 0 ADAM ANDREASSEN CHIEF OPERATING OFFICER END 11/23 1.0 52.0 X 0 338470 74033 ANDREW SCHWEND CHIEF STRATEGY OFFICER 1.0 52.0 X 0 328720 107165 CJ DAVIS PRESIDENT AND CEO 1.0 52.0 X 0 893047 260425 GARIMA SINGH CHIEF MEDICAL OFFICER 1.0 52.0 X 0 504448 26914 JENNIFER GAGNON CHIEF FINANCIAL OFFICER 1.0 52.0 X 0 439519 128739 MICHAEL SCHWEND PRESIDENT AND CEO - PFH 1.0 52.0 X 0 828703 447765 STACEY HUDSON CHIEF HUMAN RESOURCES OFFICER 1.0 52.0 X 0 296488 101254 THOMAS WEBER CHIEF ADMINISTRATIVE OFFICER 1.0 52.0 X 0 417258 124173 0 4046653 1270468 0 false true false 0 34319 34319 RENTAL REVENUE 623000 49738 49738 OTHER REVENUE 623000 7999 7999 0 0 0 0 57737 3 3 0 0 0 0 0 0 0 0 0 92059 57737 0 3 12625 11588 1037 631 579 52 1643 1508 135 966 887 79 5508 5508 7929 7929 3155 0 3155 0 9572 9572 1372 1372 44038 43503 535 623 623 50337 50337 5681 5681 0 0 0 0 144080 114083 29997 0 21525 13863 47595 45519 433 3577 0 0 0 0 1946 1792520 638326 1204532 1154194 0 0 0 5442 1276031 1222595 5100 5909 0 0 32900 30676 38000 36585 X 1238031 1186010 1238031 1186010 1276031 1222595 -52021 0 X false true X true true true X 37572 42760 38303 34348 34319 187302 0 0 37572 42760 38303 34348 34319 187302 0 187302 14 4 5 6 3 32 0 0 0 0 0 0 0 187334 255545 0.9998 0.9998 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1692658 557507 1135151 49452 44079 5373 50410 36740 13670 1154194 Due to Related Party 30676 30676 92059 0 0 92059 0 0 92059 144080 0 0 144080 0 0 144080 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITION MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false true false false false false false false false CJ DAVIS PRESIDENT AND CEO 0 702324 0 187700 0 3023 0 231540 0 28885 0 1153472 0 0 JENNIFER GAGNON CHIEF FINANCIAL OFFICER 0 389209 0 47478 0 2832 0 99057 0 29682 0 568258 0 0 MICHAEL SCHWEND PRESIDENT AND CEO - PFH 0 539577 0 282276 0 6850 0 416500 0 31265 0 1276468 0 0 GARIMA SINGH CHIEF MEDICAL OFFICER 0 493908 0 10000 0 540 0 16500 0 10414 0 531362 0 0 THOMAS WEBER CHIEF ADMINISTRATIVE OFFICER 0 369484 0 45141 0 2633 0 97610 0 26563 0 541431 0 0 ANDREW SCHWEND CHIEF STRATEGY OFFICER 0 291586 0 36162 0 972 0 80280 0 26885 0 435885 0 0 STACEY HUDSON CHIEF HUMAN RESOURCES OFFICER 0 261433 0 31734 0 3321 0 73239 0 28015 0 397742 0 0 ADAM ANDREASSEN CHIEF OPERATING OFFICER END 11/23 0 292577 0 41943 0 3950 0 50600 0 23433 0 412503 0 0 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. Form 990, Part V, Line 1a & 2A - PAYROLL AGENT THE RELATED TAX-EXEMPT ORGANIZATIONS BURRELL INC AND BURRELL-PREFERRED INC FILE CONSOLIDATED PAYROLL FORMS AND REPORTS WITH THE IRS UNDER ITS EIN WHICH INCLUDE ITS TAX-EXEMPT SUBSIDIARIES. THIS INCLUDES FORM 941'S, W-2'S, 1099'S AND OTHER RELATED FILINGS. Form 990, Part VI, Line 15 Compensation Review BURRELL-PREFERRED, INC., A RELATED ORGANIZATION, HIRED GALLAGHER TO DO A COMPENSATION REVIEW FOR EXECUTIVES IN OCTOBER 2023 AND MAY 2024. THE MISSOURI BEHAVIORAL HEALTH COUNCIL (MBHC)SPONSORED A CUSTOM COMPENSATION AND BENEFITS SURVEY PERFORMED BY CBIZ IN 2024. THE CEO COMPENSATION WAS APPROVED BY BOTH THE FINANCE COMMITTEE AND THE BOARD. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons C.J. DAVIS AND ADAM ANDREASSEN - Business relationship, MICHAEL SCHWEND AND ANDREW SCHWEND - Family relationship Form 990, Part VI, Line 3 Delegation of management duties BURRELL, INC., A RELATED ORGANIZATION, IS RESPONSIBLE FOR THE MANAGERIAL DUTIES OF THE ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF DIRECTORS IS COMPRISED OF THE BOARD OF DIRECTORS OF BURRELL, INC., OR PERSONS APPROVED BY BURRELL, INC.'S BOARD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ANY AMENDMENTS TO BYLAWS REQUIRE THE PRIOR WRITTEN APPROVAL OF THE SECRETARY OF HOUSING AND URBAN DEVELOPMENT (HUD). Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, A TENTATIVE DRAFT OF THE 990 IS REVIEWED BY THE SYSTEM DIRECTOR OF FINANCE, THE VICE PRESIDENT OF FINANCE, THE EXECUTIVE VICE PRESIDENT OF FINANCE, THE CHIEF FINANCIAL OFFICER, AND THE PRESIDENT/CEO BEFORE BEING PROVIDED TO THE BOARD OF DIRECTORS. THE 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION INQUIRES ANNUALLY IF ANY OF THE BOARD MEMBERS HAVE A CONFLICT OF INTEREST, WHICH GETS NOTED IN BOARD MINUTES AND POTENTIAL CONFLICTS ARE REVIEWED BY CORPORATE COMPLIANCE. EMPLOYEES WITH A CONFLICT OF INTEREST ARE REVIEWED BY CORPORATE COMPLIANCE AND BOARD MEMBERS ARE PROHIBITED FROM VOTING ON MATTERS RELATING TO A CONFLICT OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. ADDITIONALLY, FINANCIALS ARE MADE AVAILABLE AT EACH BOARD MEETING. 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