Nonprofit · EIN 74-2759890
BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS
Also known as BURLESON ST JOSEPH HEALTH CENTER
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,549,732 | $14,336,446 | $1,213,286 | $20,089,993 | $4,629,689 | $15,460,304 |
| June 30, 2024 | 990 | $15,353,710 | $13,431,194 | $1,922,516 | $19,644,316 | $5,507,193 | $14,137,123 |
| June 30, 2023 | 990 | $13,449,331 | $13,151,175 | $298,156 | $16,799,133 | $4,584,526 | $12,214,607 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $131,145
- of which government grants
- $127,010
- Program service revenue
- $15,237,546
- Investment income
- $464
- Other revenue
- $180,577
Expenses
- Grants and similar amounts paid
- $7,000
- Other salaries and wages
- $5,543,279
- Salaries, compensation and benefits (total)
- $6,824,890
- Professional fundraising fees
- $0
- Legal fees
- $12,753
- Accounting fees
- $393,307
- Occupancy
- $836,612
- Travel
- $23,755
- Depreciation
- $280,484
- Program services (functional)
- $11,661,122
- Management and general (functional)
- $2,675,324
Balance sheet and other
- Total assets, start of year
- $19,644,316
- Total assets, end of year
- $20,089,993
- Total liabilities, end of year
- $4,629,689
- Net assets, end of year
- $15,460,304
- Land, buildings and equipment
- $812,130
- Net assets without donor restrictions
- $15,460,304
- Gross receipts
- $15,549,732
- Employees
- 163
- Volunteers
- 8
- Year formed
- 1995
- State of legal domicile
- TX
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON PHD | PRESIDENT, SOUTH REGION (THRU 02/25) Trustee or director | 1 | $0 | $3,774,957 | $101,450 |
| MONTE BOSTWICK | MARKET PRESIDENT EAST TX & BRAZOS VALLEY Officer | 1 | $0 | $975,601 | $75,491 |
| KIM SHAW | CEO (THRU 02/07/25) Officer | 1 | $0 | $897,080 | $91,555 |
| MICHAEL STEINES MD | BOARD MEMBER/ PHYSICIAN Trustee or director | 1 | $0 | $560,119 | $47,224 |
| KEVIN WALTERS | MARKET VP FINANCE Officer | 5 | $0 | $357,789 | $58,197 |
| KIMBERLY FEESE | PHARMACY DIRECTOR/ FORMER HCE Former | 0 | $0 | $247,900 | $47,777 |
| ERIN MARIETTA | VP OPERATIONS Highest-paid employee | 10 | $9,386 | $235,184 | $33,183 |
| LAURA SURVANT | FORMER OFFICER Former | 0 | $0 | $232,182 | $24,540 |
| LOURNA LUNA | HOUSE SUPERVISOR RN Highest-paid employee | 20 | $72,487 | $104,765 | $42,114 |
| SHERI POUNDS | FORMER HCE Former | 0 | $0 | $181,286 | $22,746 |
| LUPE DIAZ | RN Highest-paid employee | 1 | $6,228 | $191,950 | $4,733 |
| JULIE SMITH | RN/FORMER HCE Former | 0 | $0 | $183,509 | $12,662 |
| JAILENE PENA | FLOAT RN III B Highest-paid employee | 1 | $1,649 | $182,683 | $10,781 |
| SAMANTHA TRINIDAD | FLOAT RN III B Highest-paid employee | 10 | $38,828 | $140,826 | $5,058 |
| KIA PARSI MD | FORMER OFFICER Former | 0 | $0 | $170,111 | $34 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE AINSWORTH | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| FRANK ASHLEY III | CHAIR Trustee or director, Officer | 1 | $0 |
| BROOKS BASS | BOARD MEMBER Trustee or director | 1 | $0 |
| BRAD BEERS | SECRETARY Trustee or director, Officer | 1 | $0 |
| DEMETRESS HARRELL | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT UPCHURCH | BOARD MEMBER Trustee or director | 1 | $0 |
| INDIRA VISHNAMPET | BOARD MEMBER Trustee or director | 1 | $0 |
| GARY WHITLOCK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON PHD | PRESIDENT, SOUTH REGION Trustee or director, Officer | 1 | $0 | $3,396,538 | $218,609 |
| BRAD WHITE MD | BOARD MEMBER PARTIAL YEAR Trustee or director | 1 | $0 | $930,717 | $55,736 |
| KIM SHAW | CEO Trustee or director, Officer | 1 | $0 | $862,606 | $35,161 |
| MICHAEL STEINES MD | BOARD MEMBER Trustee or director | 1 | $0 | $586,733 | $47,274 |
| RICARDO DIAZ | FORMER OFFICER Former | 0 | $0 | $495,255 | $22,052 |
| KEVIN WALTERS | MARKET VP FINANCE Officer | 5 | $0 | $347,269 | $52,670 |
| KIMBERLY FEESE | PHARMACY DIRECTOR Highest-paid employee | 1 | $6,830 | $223,924 | $46,978 |
| LAURA SURVANT | FORMER OFFICER Former | 0 | $0 | $229,651 | $23,617 |
| ERIN MARIETTA | VP OPERATIONS Highest-paid employee | 10 | $50,024 | $170,352 | $30,472 |
| JULIE SMITH | FORMER HCE Former | 0 | $0 | $221,266 | $15,688 |
| FLORENCIA LACANDOLA | RN II Highest-paid employee | 30 | $163,444 | $53,535 | $16,292 |
| JENNIFER LYONS | MANAGER THERAPY SVCS Highest-paid employee | 1 | $385 | $218,897 | $7,925 |
| SHELLEY WALKER | RN IV Highest-paid employee | 1 | $3,869 | $186,887 | $11,369 |
| KIA PARSI MD | FORMER OFFICER Former | 1 | $0 | $161,292 | $9,295 |
| JANE AINSWORTH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRANK ASHLEY III | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BROOKS BASS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRAD BEERS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEMETRESS HARRELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT UPCHURCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| INDIRA VISHNAMPET | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GARY WHITLOCK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON PHD | CEO CSH TEXAS DIV. / EX-OFFICIO TRUSTEE Trustee or director, Officer | 1 | $0 | $2,252,440 | $209,833 |
| BRAD WHITE MD | BOARD MEMBER Trustee or director | 1 | $0 | $1,123,306 | $55,915 |
| THERON PARK | FORMER MARKET PRESIDENT Former | 1 | $0 | $1,068,631 | $13,834 |
| KIA PARSI MD | FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE Former | 0 | $0 | $535,981 | $51,481 |
| RICARDO DIAZ | FORMER MARKET COO Former | 0 | $0 | $365,993 | $50,824 |
| MARK REIFSTECK | INTERIM CEO (THRU 1/2023) Trustee or director, Officer | 1 | $0 | $361,493 | $0 |
| ERIC MATHIS | RN Highest-paid employee | 40 | $215,002 | $588 | $43,035 |
| KIMBERLY FEESE | PHARMACY DIRECTOR Highest-paid employee | 40 | $14,415 | $188,993 | $47,017 |
| LOURNA LUNA | RN Highest-paid employee | 40 | $121,534 | $82,064 | $41,106 |
| LAURA SURVANT | FORMER INTERIM VP OF FINANCE Former | 1 | $0 | $206,859 | $23,226 |
| FLORENCIA LACANDOLA | RN Highest-paid employee | 40 | $140,019 | $61,493 | $24,435 |
| KEVIN WALTERS | MARKET VP FINANCE Officer | 1 | $0 | $220,605 | $2,053 |
| JULIE SMITH | RN Highest-paid employee | 40 | $19,614 | $187,943 | $14,020 |
| JANE AINSWORTH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK ASHLEY III | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BROOKS BASS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRAD BEERS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEMETRESS HARRELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT UPCHURCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| INDIRA VISHNAMPET | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GARY WHITLOCK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM SHAW | CEO Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % AUSTIN JONES
- Principal officer (990 for 2024)
- MONTE BOSTWICK, 2801 FRANCISCAN DRIVE, BRYAN, TX 77802
- Signed the 990
- KEVIN WALTERS, MARKET CFO
- Phone
- (979) 776-3777
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- BURLESON ST. JOSEPH HEALTH CENTER IS A 25-BED CRITICAL ACCESS HOSPITAL IN CALDWELL, TEXAS OFFERING A LEVEL IV TRAUMA CENTER, IN-PATIENT AND OUT-PATIENT SERVICES, INCLUDING PHYSICAL THERAPY, EMERGENCY CARE, RESPIRATORY THERAPY, INJURY TREATMENT, A LEVEL III STROKE CARE FACILITY, A SKILLED NURSING CARE FACILITY AND MORE. BURLESON ST. JOSEPH HEALTH CENTER PROVIDED EMERGENCY CARE TO 6,882 PATIENTS DURING FYE 6/30/2025.Expenses $3,993,995 · grants $7,000 · revenue $5,218,939
- BURLESON ST. JOSEPH HEALTH CENTER PROVIDED INPATIENT SERVICES FOR 2,072 INPATIENT DAYS DURING FYE 6/30/2025.Expenses $2,392,799 · revenue $3,126,662
- BURLESON ST. JOSEPH HEALTH CENTER PERFORMED 44,715 LABORATORY PROCEDURES TO INPATIENTS AND OUTPATIENTS DURING FYE 6/30/2025.Expenses $1,258,601 · revenue $1,644,609
- Expenses $4,015,727 · revenue $5,247,336
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 74-2759890
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $20,089,993
- Income (IRS master file)
- $15,549,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,549,732 | $14,336,446 | $20,089,993 | IRS |
| 990 | June 2024 | $15,353,710 | $13,431,194 | $19,644,316 | IRS |
| 990 | June 2023 | $13,449,331 | $13,151,175 | $16,799,133 | XML |
| 990 | June 2022 | $15,628,854 | $12,665,988 | $17,200,085 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 74-2759890).
Questions about BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS
- What is the EIN of BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS?
- The employer identification number (EIN) of BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS is 74-2759890.
- Is BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS 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 BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS 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 BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS 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 BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS?
- The 990 for the year ended June 30, 2025 names MONTE BOSTWICK.
- Who are the officers and directors of BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS?
- The 990 for the year ended June 30, 2025 lists 23 people; 5 received compensation from the organization.
- How much revenue does BURLESON ST JOSEPH HEALTH CENTER OF CALDWELL TEXAS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,549,732, expenses of $14,336,446 and total assets of $20,089,993 at year end.
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