2025-05-07T13:28:30+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 431467704 Burrell Foundation BURR 4177615000 2885 WEST BATTLEFIELD SPRINGFIELD MO 65807 Jennifer Gagnon CFO 2025-05-07 true true Krystal Creach P01248198 4178658701 2024-05-09 2023 2025-03-06 01:10:19Z CJ Davis 2885 WEST BATTLEFIELD SPRINGFIELD MO 65807 260553 false X https://www.brightlifoundation.org/ X 2003 MO BURRELL FOUNDATION SUPPORTS THE ADVANCEMENT OF BEHAVIORAL HEALTH AND INSPIRES HOPE IN OUR COMMUNITIES THROUGH CONNECTION, ADVOCACY AND PHILANTHROPY. 13 13 0 13 0 304245 159849 259614 24438 0 0 939 184287 260553 73125 140000 0 226840 173239 0 4119 72780 217672 372745 530911 -188458 -270358 139725 69162 562395 762190 -422670 -693028 BURRELL FOUNDATION SUPPORTS THE ADVANCEMENT OF BEHAVIORAL HEALTH AND INSPIRES HOPE IN OUR COMMUNITIES THROUGH CONNECTION, ADVOCACY AND PHILANTHROPY. false false 475273 140000 0 TO RAISE FUNDS FOR BURRELL, INC., AN ENTITY WHICH PROVIDES PSYCHIATRIC OR PSYCHOLOGICAL TREATMENT FOR INDIVIDUALS, GROUPS AND FAMILIES AS WELL AS TRANSITIONAL SERVICES FOR THOSE RELEASED FROM MENTAL INSTITUTIONS AND COMMUNITY SERVICES. 475273 true true false false false false false false false true false false false true false false true false false false false false false false false false true false true false false false false false false false false true false false false false true false false false true X 0 0 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 259614 231565 259614 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 939 939 0 0 0 0 939 260553 0 0 939 140000 140000 0 0 0 0 141742 121729 20013 2359 1986 373 18380 15471 2909 10758 9055 1703 1576 1576 52314 36154 16160 0 10453 4377 1957 4119 4233 2925 1308 8066 5574 2492 1589 1098 491 7092 4901 2191 Program Expenses 130501 130501 Licenses, Dues, Subscriptions 1119 773 346 Medical Supplies & Drugs 729 729 0 0 0 0 530911 475273 51519 4119 139725 69162 0 0 4888 4888 0 0 0 0 0 139725 69162 2402 14479 0 559993 747711 562395 762190 X -422670 -727093 34065 -422670 -693028 139725 69162 -270358 0 X false true X true false X X 1 BURRELL INC 431081715 7 true 130000 0 1 130000 0 true false false false false false false false false false false false false false false true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4888 4888 0 0 Due To Realted Party 747711 747711 Schedule D, Part X, Line 2 Uncertain Tax Positions 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. true BURRELL INC 2885 WEST BATTLEFIELD SPRINGFIELD MO 65807 431081715 501(c)(3) 130000 SUPPORT COMPREHENSIVE MENTAL HEALTH SERVICES FOUNDATION 2885 WEST BATTLEFIELD SPRINGFIELD MO 65807 431642592 501(c)(3) 10000 SUPPORT 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION USED BLOOMERANG TO TRACK DONOR CONTRIBUTIONS AND USED WORKDAY MEMO LINES TO TRACK SPENDING. MONTHLY RECONCILIATION WAS CONDUCTED TO ENSURE ACCURATE TRACKING. 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: -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. X 129162 Market value X 1 102403 Market value false false false Schedule M, Part I Explanations of reporting method for number of contributions Food inventory - NUMBER OF CONTRIBUTOR. Form 990, Part V, Line 1a and 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 2 Family/business relationships amongst interested persons C.J. DAVIS AND ADAM ANDREASSEN - Business relationship, ANDREW SCHWEND AND MICHAEL 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 THE FOLLOWING RESERVED POWERS MAY BE EXERCISED BY THE CEO OF THE MEMBER WITHOUT PRIOR ACTION BY THE BOARD. SAID RESERVED POWERS ARE: (A) TO ESTABLISH AND CHANGE THE BUSINESS PURPOSES, MISSION, VISION OR VALUES OF THE FOUNDATION; (B) TO APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THE FOUNDATION AS PROVIDED THEREIN; (C) TO APPROVE AMENDMENTS TO THE BYLAWS OF THE FOUNDATION; (D) TO APPROVE THE ADOPTION OF AND ANY REVISION TO THE CHARTERS FOR ALL COMMITTEES ESTABLISHED BY THE BOARD; (E) TO APPOINT AND REMOVE THE DIRECTORS OF THE FOUNDATION AND TO APPOINT AND REMOVE THE OFFICERS OF THE BOARD AND THE FOUNDATION; (F) TO APPROVE THE APPOINTMENT AND REMOVAL OF THE EXECUTIVE DIRECTOR OF THE FOUNDATION; (G) TO APPOINT THE AUDITOR AND THE CORPORATE COUNSEL FOR THE FOUNDATION; (H) AFTER RECEIVING INPUT FROM THE BOARD, TO APPROVE THE STRATEGIC PLAN AND THE OPERATING AND CAPITAL BUDGETS OF THE FOUNDATION; (I) APPROVAL OF THE FOUNDATION'S UNBUDGETED DEBT AND CAPITAL EXPENDITURES; (J) TO AUTHORIZE OR APPROVE THE ACQUISITION OR DISPOSITION BY THE FOUNDATION OF REAL PROPERTY OR ANY INTEREST IN REAL PROPERTY; (K) TO APPROVE THE SALE OR PURCHASE OF ANY PROPERTY OF THE FOUNDATION; (L) TO AUTHORIZE AND APPROVE BORROWING MONEY OR ENTERING INTO FINANCIAL GUARANTIES BY THE FOUNDATION, INCLUDING ACTIONS RELATING TO THE FORMATION, JOINING, OPERATION, WITHDRAWAL FROM AND TERMINATION OF A CREDIT GROUP OR AN OBLIGATED GROUP AND THE GRANTING OF SECURITY INTERESTS IN THE PROPERTY OF THE FOUNDATION; (M) TO APPROVE THE TRANSFER OF ASSETS BY THE FOUNDATION TO ANY ENTITY OTHER THAN THE MEMBER, OTHER THAN TRANSFERS MADE IN THE ORDINARY COURSE OF OPERATIONS OF THE FOUNDATION WHICH WILL NOT REQUIRE APPROVAL OF THE MEMBER; (N) TO OVERRIDE AND REVERSE ANY DECISION MADE OR ACTION AUTHORIZED BY THE FOUNDATION BOARD TO THE EXTENT THAT SUCH DECISION OR ACTION CONFLICTS WITH A DECISION MADE OR ACTION AUTHORIZED BY THE MEMBER; 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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