Nonprofit · EIN 74-2913931
BURLESON ST JOSEPH MANOR
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $288,758 | $417,993 | -$129,235 | $2,094,510 | $7,250,571 | -$5,156,061 |
| June 30, 2024 | 990 | $4,652,387 | $6,485,650 | -$1,833,263 | $2,234,465 | $7,261,291 | -$5,026,826 |
| June 30, 2023 | 990 | $4,293,056 | $7,314,688 | -$3,021,632 | $6,391,259 | $9,584,822 | -$3,193,563 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $212,847
- Investment income
- $0
- Other revenue
- $75,911
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $385,654
- Management and general (functional)
- $32,339
Balance sheet and other
- Total assets, start of year
- $2,234,465
- Total assets, end of year
- $2,094,510
- Total liabilities, end of year
- $7,250,571
- Net assets, end of year
- -$5,156,061
- Net assets without donor restrictions
- -$5,156,615
- Net assets with donor restrictions
- $554
- Gross receipts
- $288,758
- Employees
- 69
- Volunteers
- 13
- Year formed
- 1999
- 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 2/21/25) Trustee or director, Officer | 1 | $0 | $3,774,957 | $101,450 |
| MONTE BOSTWICK | MARKET PRESIDENT Trustee or director, Officer | 1 | $0 | $975,601 | $75,491 |
| KIM SHAW | PRESIDENT/CEO (THRU 2/7/25) Trustee or director, 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 | 1 | $0 | $357,789 | $58,197 |
| LAURA SURVANT | FORMER OFFICER Former | 0 | $0 | $232,182 | $24,540 |
| CHRISTOPHER SMITH | RN II Highest-paid employee | 5 | $353 | $169,284 | $30,595 |
| BRENDA KOCMAN | CLINICAL PHARMACIST Highest-paid employee | 5 | $5,049 | $152,980 | $29,089 |
| FLORENCIA LACANDOLA | FORMER HCE Former | 0 | $0 | $160,829 | $15,326 |
| KIA PARSI MD | FORMER OFFICER Former | 0 | $0 | $170,111 | $34 |
| TRACEY APONTE | RN II Highest-paid employee | 5 | $667 | $106,557 | $18,708 |
| TERESITA VALDEZ-TERESITA | RN II Highest-paid employee | 5 | $917 | $103,667 | $14,843 |
| JOHN WILLIAMS MD | BOARD MEMBER/ PRESIDENT OF MEDICAL STAFF Trustee or director | 1 | $0 | $27,392 | $0 |
| ANTONIO ARREOLA-RISA PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK ASHLEY III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN BOONE RN | SECRETARY Trustee or director, Officer | 1 | $0 |
| CHARLES ELLISON | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| CAROLINE MCDONALD | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL O'QUINN | CHAIR Trustee or director, Officer | 1 | $0 |
| MARCIA ORY PHD | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| SR NANCY SURMA | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT UPCHURCH | BOARD MEMBER Trustee or director | 1 | $0 |
| BECKY BLAIR | BOARD MEMBER Trustee or director | 1 | $0 |
| HANS HAMMOND | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHERINE BLALOCK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON PHD | CEO CHI TEXAS DIV. / EX-OFFICIO TRUSTEE Trustee or director, Officer | 1 | $0 | $3,396,538 | $218,609 |
| JAMES WHITE MD | BOARD MEMBER (PARTIAL YEAR) Trustee or director | 1 | $0 | $930,717 | $55,736 |
| KIM SHAW | MARKET PRESIDENT/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 COO Former | 0 | $0 | $495,255 | $22,052 |
| KEVIN WALTERS | MARKET VP FINANCE Officer | 5 | $0 | $347,269 | $52,670 |
| LAURA SURVANT | FORMER VP OF FINANCE Former | 0 | $0 | $229,651 | $23,617 |
| FLORENCIA LACANDOLA | FORMER HCE Former | 0 | $0 | $216,979 | $16,292 |
| TAMMY SIMMONS | DIRECTOR-NURSING Highest-paid employee | 20 | $64,803 | $81,186 | $41,891 |
| BRENDA KOCMAN | CLINICAL PHARMACIST Highest-paid employee | 5 | $12,935 | $142,581 | $27,597 |
| KIA PARSI MD | FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE Former | 0 | $0 | $161,292 | $9,295 |
| WENDA BLACKMAN | FORMER HCE Former | 0 | $0 | $110,933 | $43,141 |
| RON BLASIG | DIRECTOR LONG TERM CARE Highest-paid employee | 40 | $125,976 | $0 | $24,668 |
| APRIL OWENS | RN II Highest-paid employee | 5 | $1,835 | $103,014 | $25,305 |
| CHRISTOPHER JOHNSON | DIRECTOR LONG TERM CARE Highest-paid employee | 5 | $3,685 | $101,802 | $11,763 |
| ANTONIO ARREOLA-RISA PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK ASHLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KAREN BOONE RN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRYAN COLE PHD | BOARD MEMBER (PARTIAL YEAR) Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES ELLISON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLINE MCDONALD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA ORY PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SR NANCY SURMA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT UPCHURCH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMIE SOUTH | CHIEF OF MEDICAL STAFF Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL O'QUINN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON PHD | CEO CHI TEXAS DIV. / EX-OFFICIO TRUSTEE Trustee or director, Officer | 1 | $0 | $2,252,440 | $209,833 |
| JAMES 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 |
| MICHAEL STEINES MD | BOARD MEMBER Trustee or director | 1 | $0 | $651,515 | $45,606 |
| KIA PARSI MD | FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE Former | 0 | $0 | $535,981 | $51,481 |
| RICARDO DIAZ | FORMER COO Former | 0 | $0 | $365,993 | $50,824 |
| MARK REIFSTECK | CEO/PRESIDENT (THRU 1/2023) Trustee or director, Officer | 1 | $0 | $361,493 | $0 |
| LAURA SURVANT | FORMER VP OF FINANCE Former | 1 | $0 | $206,859 | $23,226 |
| FLORENCIA LACANDOLA | RN Former | 0 | $0 | $201,512 | $24,435 |
| KEVIN WALTERS | MARKET VP FINANCE Officer | 1 | $0 | $220,605 | $2,053 |
| BRENDA KOCMAN | CLINICAL PHARMACIST Highest-paid employee | 5 | $14,737 | $132,947 | $39,710 |
| TAMMY SIMMONS | DIRECTOR-NURSING Former | 0 | $0 | $134,570 | $43,120 |
| WENDA BLACKMAN | RN Former | 0 | $0 | $111,349 | $40,572 |
| RON BLASIG | DIRECTOR LONG TERM CARE Highest-paid employee | 40 | $102,979 | $0 | $21,360 |
| PAUL GOEN MD | CHIEF OF MEDICAL STAFF (THROUGH Trustee or director | 1 | $0 | $7,313 | $0 |
| ANTONIO ARREOLA-RISA PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK ASHLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KAREN BOONE RN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRYAN COLE PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES ELLISON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GINA FLORES | BOARD MEMBER (PARTIAL YEAR) Trustee or director | 1 | $0 | $0 | $0 |
| CAROLINE MCDONALD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA ORY PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK SCARMARDO | BOARD MEMBER (PARTIAL YEAR) Trustee or director | 1 | $0 | $0 | $0 |
| JOHN SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SR NANCY SURMA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT UPCHURCH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMIE SOUTH | CHIEF OF MEDICAL STAFF Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL O'QUINN | BOARD MEMBER Trustee or director | 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
- % LISA MCNAIR CFO
- Principal officer (990 for 2024)
- MONTE BOSTWICK, 3033 N 3RD AVE, PHOENIX, AZ 85013
- Signed the 990
- SHELLI BROOKS, 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
- SEE SCHEDULE O.Expenses $385,654 · revenue $212,847
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
- 74-2913931
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $2,094,510
- Income (IRS master file)
- $288,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $288,758 | $417,993 | $2,094,510 | IRS |
| 990 | June 2024 | $4,652,387 | $6,485,650 | $2,234,465 | IRS |
| 990 | June 2023 | $4,293,056 | $7,314,688 | $6,391,259 | XML |
| 990 | June 2022 | $4,978,526 | $7,934,900 | $6,425,306 | 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 74-2913931).
Questions about BURLESON ST JOSEPH MANOR
- What is the EIN of BURLESON ST JOSEPH MANOR?
- The employer identification number (EIN) of BURLESON ST JOSEPH MANOR is 74-2913931.
- Is BURLESON ST JOSEPH MANOR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does BURLESON ST JOSEPH MANOR 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 MANOR 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 MANOR 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 MANOR?
- The 990 for the year ended June 30, 2025 names MONTE BOSTWICK.
- Who are the officers and directors of BURLESON ST JOSEPH MANOR?
- The 990 for the year ended June 30, 2025 lists 26 people; 4 received compensation from the organization.
- How much revenue does BURLESON ST JOSEPH MANOR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $288,758, expenses of $417,993 and total assets of $2,094,510 at year end.
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