2025-05-07T14:10:16+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 430956146 Southeast Missouri Behavioral Health Inc SOUT 5737565749 5536 Highway 32 PO Box Drawer 459 Farmington MO 63640 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 W BATTLEFIELD Springfield MO 65807 15776384 false X https://semobh.org/ X 1974 MO To provide rehab, substance abuse treatment, counseling services and mental health evaluations. 8 8 321 8 0 0 2609868 893327 11435162 14836305 -346421 39392 0 7360 13698609 15776384 0 0 9660957 10017528 0 0 5288161 5598820 14949118 15616348 -1250509 160036 11468430 12893972 2301121 1256830 9167309 11637142 X To provide Mental health and recovery services to individuals in our community. true false 12433315 14836305 CSTAR-substance abuse treatment under the auspices of the Department of Mental Health, funded by the Department of Social Services through the Missouri Medicaid Plan. 209087 Justice Reinvestment Initiative Treatment Pilot (JRITP) In 2018, DOC was appropriated funds to establish and implement a community behavioral health program to provide comprehensive community-based services for individuals under the supervision of DOC who have substance use disorders and/or co-occurring substance use disorders and mild to moderate mental illness and are considered high risk for reoffending. Since its inception, the JRITP program has expanded and progressed beyond the pilot stage, prompting a name change in 2020 for the name to better reflect the program's objective of Improving Community Treatment Success (ICTS) for justice-involved clients. 12642402 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 false false true false false false false false false false false false false false false false true false false false true 73 0 true 321 true false false false false false false false false false false false false X 8 8 true false true false true 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 BEN DAVIS TREASURER 1.0 0.0 X X 0 0 0 BOB STILLWELL CHAIR 1.0 0.0 X X 0 0 0 KEVIN THURMAN VICE CHAIR 1.0 0.0 X X 0 0 0 RONALD ROUGGLY SECRETARY 1.0 0.0 X X 0 0 0 CHARLET PENSE DIRECTOR 1.0 0.0 X 0 0 0 JANUITA CHAMBERLAIN DIRECTOR 1.0 0.0 X 0 0 0 LEE THURMAN DIRECTOR 1.0 0.0 X 0 0 0 TERRY HEURING DIRECTOR 1.0 0.0 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 ANGELA TOMAN EVP, OPERATIONS 40.0 0.0 X 115452 0 0 BARRON PRATTE CORPORATE ADVISOR 40.0 0.0 X 220000 0 0 CATHERINE SCHROER PRESIDENT, SOUTHEAST REGION 40.0 0.0 X 109943 0 9884 RAYMOND GUNTER VP, RECOVERY SERVICES 40.0 0.0 X 118839 0 7682 564234 4046653 1288034 4 false true false 0 243202 650125 893327 Patient Service Revenue 621110 14668313 14668313 Other Revenue 900099 167992 167992 0 0 0 0 14836305 39392 39392 7360 7360 0 7360 7360 0 0 0 0 0 0 0 15776384 14836305 0 46752 8268054 7100689 1167365 12804 10777 2027 1108424 932970 175454 628246 528800 99446 23940 23940 52039 52039 694567 480018 214549 0 39073 27004 12069 744530 528672 215858 272983 188660 84323 682951 471990 210961 229555 158646 70909 128048 88494 39554 40223 11279 28944 221983 167983 54000 1670071 1154193 515878 Food Supplies 388808 388808 Program Expenses 231128 231128 Medical Supplies & Drugs 157458 157458 Licenses, Dues, Subscriptions 16200 11196 5004 5263 3637 1626 0 15616348 12642402 2973946 0 260 359895 4968364 3822737 1211043 1523953 0 0 1111242 20501 7369777 221983 4159132 7147794 0 0 18389 19092 11468430 12893972 1237977 758259 0 1063144 475408 0 23163 2301121 1256830 X 9167309 11354460 282682 9167309 11637142 11468430 12893972 X 160036 2309797 X false true X true true true X 0 3221730 6921969 2609868 893327 13646894 15489753 9167722 10792603 10950693 14836305 61237076 0 0 0 15489753 12389452 17714572 13560561 15729632 74883970 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 74883970 5197 4735 10729 138048 46752 205461 0 5197 4735 10729 138048 46752 205461 0 0 0 0 0 0 0 15494950 12394187 17725301 13698609 15776384 75089431 0.9973 0.9977 0 0.0023 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2471000 2471000 3261964 82512 3179452 666341 114868 551473 970472 24603 945869 7147794 DUE TO RELATED PARTY 23163 23163 Schedule D, Part XI, 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. 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 BARRON PRATTE CORPORATE ADVISOR 220000 0 0 0 0 0 0 0 0 0 220000 0 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. Form 990, Part III, Line 2 New program services THE CONTRACT WITH THE FEDERAL BUREAU OF PRISONS FOR FEDERAL RESIDENTIAL RE-ENTRY CENTER ENDED MAY 2023. 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 7a & 7B - RESERVED RIGHTS AND POWERS BY MEMBERS OR STOCKHOLDERS THE MEMBER SHALL HAVE THOSE RESERVED RIGHTS AND POWERS DESCRIBED BELOW: (A) TO APPOINT THE DIRECTORS AND TO REMOVE A DIRECTOR FROM THE CORPORATION'S BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE, WHENEVER SUCH ACTION MAY BE DEEMED BY THE MEMBER TO BE IN THE BEST INTERESTS OF THE CORPORATION. (B) TO APPROVE ANY AND ALL AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION PRIOR TO SUCH AMENDMENTS BEING APPROVED BY THE CORPORATION'S BOARD OF DIRECTORS. (C) TO CONSULT WITH AND ASSIST THE CORPORATION WITH THE DEVELOPMENT OF THE CORPORATION'S ANNUAL BUDGET, FINANCIAL MANAGEMENT POLICIES AND PROCEDURES, HEALTH CARE AND QUALITY POLICIES AND PROCEDURES AND OTHER OPERATIONAL POLICIES OF THE CORPORATION. APPROVAL OF THE MEMBER IS REQUIRED FOR THE FOLLOWING ACTIONS: (A) ADDITION, SUBSTITUTION OR ADMISSION OF ANY NEW MEMBERS, OR THE WITHDRAWAL OR REMOVAL OF ANY MEMBER, OF OR TO THE CORPORATION. (B) THE HIRING OR DISMISSAL/DISCHARGE OF THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. (C) FINAL APPROVAL OF THE CORPORATION'S ANNUAL BUDGET. (D) THE INCURRENCE BY THE CORPORATION OF ANY INDEBTEDNESS IN EXCESS OF $100,000, OR PLEDGING ALL, OR SUBSTANTIALLY ALL, OF THE CORPORATION'S ASSETS FOR ANY PURPOSE. (E) THE FORMATION OR DISSOLUTION OF ANY SUBSIDIARIES OF THE CORPORATION. (F) ANY ACT REQUIRING THE APPROVAL OF THE CORPORATION'S MEMBER UNDER STATE OR FEDERAL LAW. (G) ANY CHANGES IN THE CORPORATION'S PURPOSES, MISSION, OR PHILOSOPHY, OR THE CORPORATION ENTERING INTO ANY NEW LINE OF BUSINESS. (H) ANY ACT OF THE CORPORATION REQUIRING THE MEMBER'S GUARANTY OR OTHERWISE CREATING AN OBLIGATION, DIRECTLY OR INDIRECTLY, OF THE MEMBER. (I) THE APPROVAL OR ADOPTION OF: (I) ANY PLAN OF MERGER; (II) ANY SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE CORPORATION'S PROPERTY OR ASSETS; (III) THE CESSATION OF OPERATIONS OF THE CORPORATION; (IV) THE CORPORATION ENTERING INTO ANY MANAGEMENT, ADMINISTRATIVE SERVICES, OR SIMILAR AGREEMENT WITH ANY PERSON OR ENTITY THAT PROVIDES FOR SUCH PERSON'S OR ENTITY'S MANAGEMENT, DIRECTION, OR CONTROL, WHETHER DIRECTLY OR INDIRECTLY, OVER ALL, OR SUBSTANTIALLY ALL, OF THE CORPORATION'S ASSETS OR OPERATIONS; OR (V) DISSOLUTION OF THE CORPORATION. (J) THE CORPORATION BECOMING A MEMBER OF A NONPROFIT CORPORATION OR ACQUIRING STOCK, MEMBERSHIP OR ANY OTHER EQUITY INTEREST IN ANY FOR-PROFIT ENTITY. (K) THE USE BY THE CORPORATION, OR ANY THIRD-PARTY, OF THE MEMBER'S NAME, MARK, OR LOGO, INCLUDING, BUT NOT LIMITED TO, IN SOCIAL MEDIA OR ELECTRONIC, BROADCAST, ONLINE, OR PRINT MEDIA. (L) ANY ALTERATION, MODIFICATION, OR CESSATION OF CORPORATION'S STATUS AS AN EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS WELL AS ANY ACT THAT WOULD IMPACT THE MEMBER'S STATUS AS AN EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 4 Significant changes to organizational documents THE ORGANIZATION REVISED ITS BYLAWS DURING FISCAL YEAR 2024 TO ALIGN WITH THE CHANGES FOLLOWING ITS ACQUISITION BY BURRELL-PREFERRED, INC. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS BURRELL-PREFERRED, INC., A MISSOURI NONPROFIT CORPORATION DOING BUSINESS AS BRIGHTLI (THE "MEMBER"). THE MEMBER IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 BOARD OF DIRECTORS SHALL PROMULGATE AND ENFORCE EFFECTIVE CONFLICT OF INTEREST POLICIES IN ACCORDANCE WITH SECTION 355.416 OF THE REVISED STATUTES OF MISSOURI, OR ANY SUCCESSOR SECTION, WHICH SHALL REQUIRE PROMPT DISCLOSURE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ON THE PART OF ANY DIRECTOR AND ANY EMPLOYEE OF THE CORPORATION. SUCH POLICIES SHALL REQUIRE EACH DIRECTOR AND ALL MANAGEMENT EMPLOYEES TO DISCLOSE FULLY AND FRANKLY TO THE BOARD ANY AND ALL ACTUAL OR POTENTIAL CONFLICT OR DUALITY OF INTEREST OR RESPONSIBILITY AND FINANCIAL INTERESTS WHETHER INDIVIDUAL, PERSONAL, OR BUSINESS, WHICH MAY EXIST OR APPEAR AS TO THE CORPORATION OR ANY MATTER OR BUSINESS WHICH MAY COME BEFORE THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF AT ANY TIME PRIOR TO ACTION THEREON. AFTER DISCLOSURE OF SUCH INTERESTS AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE BOARD OF DIRECTORS, ABSENT THE INTERESTED PERSON, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. ORDINARILY THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE 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. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Fair Market Value Adjustments During Acquisition - 2309797; BURRELL INC 2884 W BATTLEFIELD SPRINGFIELD MO 65807 431081715 COUNSELING MO 501(c)(3) 7 NA false BURRELL HOUSING OPTIONS CORPORATION 2885 W BATTLEFIELD SPRINGFIELD MO 65807 830404999 HUD HOUSING MO 501(c)(3) Type I BURRELL INC false BURRELL HOUSING OF SPRINGFIELD 2885 W BATTLEFIELD SPRINGFIELD MO 65807 270592500 HUD HOUSING MO 501(c)(3) 7 BURRELL INC false BURRELL FOUNDATION 2885 W BATTLEFIELD SPRINGFIELD MO 65807 431467704 SUPPORT MO 501(c)(3) Type II BURRELL INC false INDEPENDENT RESIDENTIAL SERVICES 2885 W BATTLEFIELD SPRINGFIELD MO 65807 431372115 HOUSING MO 501(c)(3) 10 BURRELL INC false BURRELL-PREFERRED INC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 872756443 SUPPORT MO 501(c)(3) Type III-FI NA false COMPREHENSIVE MENTAL HEALTH SERVICES FDN 2885 W BATTLEFIELD SPRINGFIELD MO 65807 431642592 SUPPORT MO 501(c)(3) 7 BURRELL INC false YOUTH BRIDGE INC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 710387126 COUNSELING AR 501(c)(3) 7 BURRELL INC false GOOD SHEPHERD MANOR HOUSING CORPORATION 900 E LAHARPE ST KIRKSVILLE MO 63501 431536704 HUD HOUSING MO 501(c)(3) Type I PFH INC false GOOD SHEPHERD VILLAGE HOUSING CORPORATION 900 E LAHARPE ST KIRKSVILLE MO 63501 141987692 HUD HOUSING MO 501(c)(3) Type I PFH INC false PREFERRED FAMILY HEALTHCARE INC 900 E LAHARPE ST KIRKSVILLE MO 63501 431236557 HEALTHCARE MO 501(c)(3) 7 NA false ADULT & CHILD HEALTH INC 8320 MADISON AVE Indianapolis IN 46227 351534713 HEALTHCARE IN 501(c)(3) 3 BURRELL-PREFERRED INC false SUPPORTED LIVING AND EMPLOYMENT SERVICES INC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 933516474 SUPPORTED LIVING MO 501(c)(3) 7 BURRELL-PREFERRED INC false EDENTON RIDGE APARTMENTS LP 2885 W BATTLEFIELD SPRINGFIELD MO 65807 364727964 HOUSING MO BURRELL INC Related JAMES PLACE MANAGEMENT LLC 5051 S National Ave Suite 4-100 SPRINGFIELD MO 65810 465180353 HOUSING MO BURRELL INC Related CALLYN HEIGHTS APARTMENTS LP 900 E LAHARPE STREET KIRKSVILLE MO 63501 364752772 LOW INCOME HOUSING MO CH LLC Related CHLOE PLACE APARTMENTS LP 900 E LAHARPE STREET KIRKSVILLE MO 63501 472660591 LOW INCOME HOUSING MO CP LLC Related CALLYN HEIGHTS LLC 900 E LAHARPE STREET KIRKSVILLE MO 63501 453736330 HOUSING MO PFH INC C Corporation false CHLOE PLACE LLC 900 E LAHARPE STREET KIRKSVILLE MO 63501 463340704 HOUSING MO PFH INC C Corporation false 2GETHERTECH INC 1111 S GLENSTONE AVE SPRINGFIELD MO 65804 461641402 ASSISTIVE TECH MO PFH INC S Corporation false ADULT & CHILD RESIDENTIAL PROPERTIES LLC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 475591352 RESIDENTIAL RENTAL PROPERTY IN ADULT & CHILD HEALTH INC C Corporation false false false false false false false false false false false false false true false true true false false false