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Nonprofit · EIN 43-1081715

BURRELL INC

Tax-exempt · SPRINGFIELD, MO 65807

Financials

$242.6M$203.6M2023$260.3M$234.5M2024
Revenue Expenses · by fiscal year end
Financials of BURRELL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$260,299,737$234,537,225$25,762,512$256,992,143$30,012,158$226,979,985
June 30, 2024990$242,630,658$203,607,875$39,022,783$227,285,359$29,381,597$197,903,762
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$17,316,588
of which government grants
$11,314,297
Program service revenue
$238,605,570
Investment income
$4,377,579
Net gain from sales of assets
$294,581
Other revenue
$0

Expenses

Grants and similar amounts paid
$160,000
Other salaries and wages
$147,774,204
Salaries, compensation and benefits (total)
$177,886,110
Professional fundraising fees
$0
Legal fees
$345,228
Accounting fees
$77,592
Occupancy
$5,344,120
Travel
$2,605,394
Depreciation
$4,419,544
Program services (functional)
$197,229,090
Management and general (functional)
$37,308,135

Balance sheet and other

Total assets, start of year
$227,285,359
Total assets, end of year
$256,992,143
Total liabilities, end of year
$30,012,158
Net assets, end of year
$226,979,985
Land, buildings and equipment
$84,377,039
Publicly traded securities
$22,743,156
Net assets without donor restrictions
$218,309,132
Net assets with donor restrictions
$8,670,853
Gross receipts
$273,295,246
Employees
2,798
Volunteers
13
Year formed
1976
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CJ DAVISPRESIDENT AND CEO
Officer
1$0$1,120,194$156,767
MICHAEL SCHWENDPRESIDENT AND CEO - PFH
Officer
1$0$764,634$253,243
REX TABERPSYCHIATRIST
Highest-paid employee
40$654,505$0$29,907
JENNIFER GAGNONCHIEF FINANCIAL OFFICER
Officer
1$0$523,920$98,355
THOMAS WEBERCHIEF ADMINISTRATIVE OFFICER
Officer
1$0$507,790$105,203
GARIMA SINGHCHIEF MEDICAL OFFICER
Officer
1$0$509,040$57,376
ANDREW SCHWENDCHIEF STRATEGY OFFICER
Officer
1$0$382,213$87,346
STACEY HUDSONCHIEF HUMAN RESOURCES OFFICER
Officer
1$0$371,708$84,913
KENNETH FATTMANPSYCHIATRIST
Highest-paid employee
40$405,807$0$42,995
PRATIBHA AGARWALPSYCHIATRIST
Highest-paid employee
40$393,980$0$50,074
WILLIAM ENOCHSREGIONAL MED DIRECTOR
Highest-paid employee
40$377,668$0$33,576
WARREN WESTONPSYCHIATRIST
Highest-paid employee
40$381,085$0$17,250
HAL HIGDONSECRETARY/TREASURER
Trustee or director, Officer
1$0$0$0
NICK SANDERSCHAIR
Trustee or director, Officer
1$0$0$0
SANDRA KINSEYVICE CHAIR
Trustee or director, Officer
1$0$0$0
10 more people on this return
NameTitleHours / weekCompensation
ALEX HENSONDIRECTOR
Trustee or director
1$0
BROOKE O'REILLYDIRECTOR
Trustee or director
1$0
HARRY CHAPINDIRECTOR
Trustee or director
1$0
KRISI SCHELLDIRECTOR
Trustee or director
1$0
PAUL WILLIAMSDIRECTOR
Trustee or director
1$0
PHYLLIS WOLFRAMDIRECTOR
Trustee or director
1$0
STACYE SMITHDIRECTOR
Trustee or director
1$0
STEVE EDWARDSDIRECTOR
Trustee or director
1$0
TONIANN RICHARDDIRECTOR
Trustee or director
1$0
WELDON WEBBDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 26 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MICHAEL SCHWENDPRESIDENT AND CEO - PFH
Officer
1$0$828,703$447,765
CJ DAVISPRESIDENT AND CEO
Officer
1$0$893,047$260,425
REX TABERPSYCHIATRIST
Highest-paid employee
40$711,842$0$27,858
JENNIFER GAGNONCHIEF FINANCIAL OFFICER
Officer
1$0$439,519$128,739
THOMAS WEBERCHIEF ADMINISTRATIVE OFFICER
Officer
1$0$417,258$124,173
GARIMA SINGHCHIEF MEDICAL OFFICER
Officer
1$0$504,448$26,914
PRATIBHA AGARWALPSYCHIATRIST
Highest-paid employee
40$414,315$0$46,516
ANDREW SCHWENDCHIEF STRATEGY OFFICER
Officer
1$0$328,720$107,165
KENNETH FATTMANPSYCHIATRIST
Highest-paid employee
40$388,740$0$35,854
WILLIAM ENOCHSREGIONAL MED DIRECTOR
Highest-paid employee
40$390,359$0$25,069
ADAM ANDREASSENCHIEF OPERATING OFFICER END 11/23
Officer
1$0$338,470$74,033
STACEY HUDSONCHIEF HUMAN RESOURCES OFFICER
Officer
1$0$296,488$101,254
KRISHNENDU GHOSHPSYCHIATRIST
Highest-paid employee
40$355,190$0$19,550
HAL HIGDONSECRETARY/TREASURER
Trustee or director, Officer
1$0$0$0
NICK SANDERSCHAIR
Trustee or director, Officer
1$0$0$0
SANDRA KINSEYVICE CHAIR
Trustee or director, Officer
1$0$0$0
ALEX HENSONDIRECTOR
Trustee or director
1$0$0$0
BROOKE O'REILLYDIRECTOR
Trustee or director
1$0$0$0
HARRY CHAPINDIRECTOR
Trustee or director
1$0$0$0
KRISI SCHELLDIRECTOR
Trustee or director
1$0$0$0
PAUL WILLIAMSDIRECTOR
Trustee or director
1$0$0$0
PHYLLIS WOLFRAMDIRECTOR
Trustee or director
1$0$0$0
STACYE SMITHDIRECTOR
Trustee or director
1$0$0$0
STEVE EDWARDSDIRECTOR
Trustee or director
1$0$0$0
TONIANN RICHARDDIRECTOR
Trustee or director
1$0$0$0
WELDON WEBBDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
2885 W BATTLEFIELD ST, SPRINGFIELD, MO 65807-3952
In care of
% JENNIFER GAGNON
Principal officer (990 for 2024)
CJ DAVIS, 2885 WEST BATTLEFIELD, SPRINGFIELD, MO 65807
Signed the 990
JENNIFER GAGNON, CFO
Phone
(417) 761-5000
Return prepared by
FORVIS MAZARS LLP

Mission

TO MEET BEHAVIORAL HEALTH NEEDS WHEN AND WHERE THEY OCCUR AND BEFORE THEY BECOME MORE SERIOUS; TO PROVIDE AS MUCH CARE AS IS NEEDED, BUT NOT MORE THAN IS NEEDED.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION SERVES COMMUNITIES ACROSS SOUTHWEST AND CENTRAL MISSOURI BY OFFERING PSYCHIATRIC AND PSYCHOLOGICAL TREATMENT FOR INDIVIDUALS, GROUPS AND FAMILIES, BURRELL SERVES 18 COUNTIES AND OPERATES OUT OF 60 PRIMARY LOCATIONS. THE ORGANIZATION IS INCREASINGLY FOCUSED UPON ENHANCED INTEGRATION OF MENTAL HEALTH CARE WITH A BROAD RANGE OF OTHER HUMAN SERVICES SUCH AS HEALTH, DEVELOPMENTAL DISABILITIES, ADDICTIONS AND EDUCATION. MEETING MENTAL HEALTH NEEDS WHEN AND WHERE THEY OCCUR, AND BEFORE THEY BECOME MORE SERIOUS. BURRELL CONTINUES TO EXPAND THE PROGRAMS AND SERVICES IT PROVIDES BY CONTINUING TO BE RESPONSIVE TO THE SPECIFIC AND CHANGING NEEDS OF THE INDIVIDUALS AND COMMUNITIES IT SERVES.
    Expenses $197,229,090 · grants $160,000 · revenue $238,605,570

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
43-1081715
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1976
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$256,992,143
Income (IRS master file)
$273,295,246

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$260,299,737$234,537,225$256,992,143IRS
990-TJune 2025–––IRS
990June 2024$242,630,658$203,607,875$227,285,359IRS
990-TJune 2024–––IRS
990June 2023$211,098,693$192,761,325$177,427,414IRS
990-TJune 2023–––IRS
990June 2022$196,717,886$162,720,166$158,411,020IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1081715).

Questions about BURRELL INC

What is the EIN of BURRELL INC?
The employer identification number (EIN) of BURRELL INC is 43-1081715.
Is BURRELL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to BURRELL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BURRELL INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BURRELL INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BURRELL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of BURRELL INC?
The 990 for the year ended June 30, 2025 names CJ DAVIS.
Who are the officers and directors of BURRELL INC?
The 990 for the year ended June 30, 2025 lists 25 people; 5 received compensation from the organization.
How much revenue does BURRELL INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $260,299,737, expenses of $234,537,225 and total assets of $256,992,143 at year end.

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